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JD

Jessica Dawson

Technical Assistant at Mathews Comfort Financial Planning
Intro Book
Administrative professional with experience in financial planning and customer service.
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Location
Greater Oxford Area, GB
Skills
  • Teamwork
  • Computer Literacy
  • Customer Service
  • Microsoft Word
  • Working With Brokers
  • Show all
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Bio

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Topline AI
Jessica Dawson is a detail-oriented and organized administrative professional with experience in financial planning and customer service. She has worked as a Technical Assistant, Investment Manager’s Assistant, and Branch Administrator at Charles Stanley & Co. Limited, providing support to teams and managing day-to-day operations. Currently, she is a Technical Assistant at Mathews Comfort Financial Planning, utilizing her skills in teamwork, customer service, and Microsoft Word.

Experience

  • Mathews Comfort Financial Planning
    • North Leigh, England, United Kingdom
    • Technical Assistant
      • Sep 2021 - Present
      • North Leigh, England, United Kingdom

  • Charles Stanley & Co. Limited
    • United Kingdom
    • Investment Management
    • 700 & Above Employee
    • Investment Manager’s Assistant
      • Jan 2020 - Sep 2021

    • Office Assistant
      • Mar 2019 - Sep 2021

    • Branch Administrator
      • Mar 2017 - Sep 2021

Education

  • 2009 - 2014
    Henry Box

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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