Frank Jamison

I assist financial advisors across the nation from companies such as Wells Fargo Advisors, Waddell & Reed, and New York Life to create, update, and maintain their online web presence and other digital marketing services.

Accomplishments:

• Assisted an average of 395 phone customers and 260 email customers with setting up and maintaining their FINRA approved financial advisor websites on a monthly basis during the 2016-2017 performance year.
• Satisfactorily completed 11 long-term, time sensitive projects during the 2016-2017 performance year, accounting for 64.7% of all such projects in the department.
• Maintained the highest number of closed email support tickets and positive customer satisfaction survey responses in the department for the 2016-2017 performance year.

I maintained all of the payables and receivables records, tracked employee payroll, and performed various HR functions.

Accomplishments:

• Utilized QuickBooks to keep accurate records on accounts payable and accounts receivable and produced weekly reports for the leadership team to help decision making processes and budgeting.
• Maintained job and accounting folders to accurately reflect the status of open contracts such as percent complete, percent billed, insurance status, and change orders.
• Collaborated with Paychex regarding new hire paperwork, termination packets, and wage garnishments to keep employee records up to date and in compliance with government standards.