Jordan Kilts, Qkc Email & Phone Number

Beaverton, Or, Us

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with First Tech Federal Credit Union or Addison Avenue Investment Services. Investment advisory services offered through Raymond James Financial Services Advisors. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.

· Provided exceptional customer experience to assigned clients/advisors· Presented effectively tailored communications to a variety of external partners· Provided technical assistance, support, and knowledge to clients and advisors, assisting in successful plan management on recordkeeping and web-based systems· Instilled, maintained, and restored trust as needed along with proactive escalation and communication on all plans assigned at risk of not following timelines or meeting deliverable dates· Maintained plan and relationship specific information on CRM· Oversaw annual and operational activities related to assigned plans (compliance testing, governmental filings, etc.), including accurate and timely communication and organization· Proficient in retirement plans technical knowledge, plan design, impact of amendments, and compliance

Portland, Oregon, United States

- Handled inbound and outbound calls to provide retirement plan participant-level support- Responded to investment inquiries, provided general information on retirement planning principles and investment options- Completed portfolio changes, including asset reallocations, fund-to-tund transfers, and directive changes- Track record of proven service acumen, exhibited by exceeding agent metric standards, participant surveys, and earning quarterly awards

Clarksville, Tennessee, United States

- Maintained the flow of the front-of-house operations and drive-thru amid rapidly evolving operational requirements- Achieved sales growth of up to 15% in 2020 over previous year- Screened and interviewed applicants and assisted in training new hires- Coached and developed members of the restaurant’s leadership team- Grew guest satisfaction by double digit values based on customer experience surveys