Jennifer Strymecki, Cfp® Email & Phone Number

Montvale, Nj, Us

Provided cost basis and tax information support and training for Investment Advisory teams.

Montvale, Nj

Cardinal Point is an independent Canada-U.S. cross-border wealth management firm focused on providing personalized investment, tax, financial and estate planning services to select individuals and families. We specialize in working with Canadian and U.S. residents, Canadian and American expatriates, and those immigrating to Canada and the U.S. from abroad. Our customized cross-border wealth, financial and tax planning solutions, as well as asset allocation and portfolio management services, give us the ability to oversee and advance the goals of our clients wherever they call home.In this role I:Optimize customer support by maintaining a collaborative service environment. Delegate assignments based on projected needs and knowledge of team members. Provide escalation support between client service team and custodians. Assist with hiring new client service staff. Develop and document systems and procedures to improve operational quality and team efficiency. Interface between senior management and developers to realize technological solutions. Maintain cloud-based filing and data management systems. Provide remote software systems support. Develop and deliver training resources. Act as the primary point of contact between the client and external financial custodians. Interface between accounting, legal teams, and end client to assist with data collection, strategy, and desired work product or solution.Design, format, and present client-facing reports. Write and review financial planning articles for corporate website. Break down industry and technical jargon into understandable terms for clients and team members. Interview prospects and clients to determine income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other information needed to develop financial plans. Collaborate with team to provide comprehensive financial planning services for clients in Canada and the United States.

Toronto, On

Develop long term financial strategies for clients through comprehensive financial plansCoordination and analysis of life, living benefit, and general insurance needs.Cash flow management activities, including budgeting and implementation of banking and credit facilities.Responsible for consulting with clients on various tax and/or estate issues. Duties included reviewing assets and liabilities of estate, preparing and discussing insurance programs, discussing legal instruments with attorney as needed.

Toronto, On

• Assessed clients’ assets, tax status, insurance coverage, liabilities, and cash flow • Planned, prepared and presented various plans, proposals and financial reports • Responsible for generating methods and procedures for analyzing financial data • Assisted clients by providing advice and solutions regarding investments and financial health • Prepared communications and client facing materials • Developed and supported sales of different investments, products and services • Handled and maintained excellent rapport with clients • Planned, prepared and presented client educational events • Assisted with hiring support staff

Toronto

• Entered orders for mutual funds, equity and fixed income trades • Reviewed order entry and other daily account reports for accuracy • Set up and maintained filing and data management systems • Developed procedures for increasing team productivity and sales• Drafted and edited client and public letters, newsletters, articles and communications • Scheduled meetings for team • Coordinated travel arrangements for team • Assisted with job posting and team interviews• Assisted with training team members programs and procedures• Provided basic IT support for office• Maintained bookkeeping and tax reporting files• Extensive other office administrative duties

Uniform Investment Advisor Law Exam (Series 65)

Education record

Education record

Advanced High School Diploma