Experience

JFS Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Executive Assistant

  • Apr 2016 - Present

  Hermitage, PA Founded in 1986 by Bob Jazwinski, JFS Wealth Advisors provides integrated financial planning and investment strategies for every stage of life. JFS Wealth Advisors offers fee-based wealth management, investment strategy and retirement planning to individuals, businesses, non-profit organizations and trusts. Our team of 70+ employees serves more than 2,000 clients in over 40 states, with assets under management approximating $2 billion.



The Emery Agency

• United States
• Insurance
• 1 - 100 Employee

• Registered Administrative Assistant

  • Mar 2010 - Apr 2016

  Vienna, OH Created new account forms for client meetings, processed contribution checks and deposits, and assisted clients with distribution requests and general inquiries about their accounts. Conducted trades requested by advisor and oversaw pending transactions within client accounts.



Pension Consulting Services

• United States
• Financial Services
• 1 - 100 Employee

• Investment and Retirement Plan Administrator

  • Oct 2008 - Mar 2010

  Uniontown, OH Reviewed participant loan requests and completed the application process, reconciled daily downloads from previous day's activity, reviewed and processed Profit Sharing Plan distribution requests, and calculated Plan contributions for specific time periods.