JESS SCHURMANN

Achieved high levels of client satisfaction through proactive service management Strengthened stakeholder relationships, resulting in improved collaboration and project outcomes Delivered effective solutions to client challenges, enhancing overall service quality

Achieved compliance with financial regulations through effective planning and administration Enhanced operational workflows, resulting in improved efficiency in financial processes Drove initiatives that strengthened financial governance and accountability

Executed multiple tasks simultaneously while maintaining high standards of organization and prioritization

Coordinated and executed ad-hoc tasks for upper management to enhance operational efficiency

Managed and organized adviser appointment calendars, ensuring timely and effective meeting arrangements

Achieved clarity in advisory materials, resulting in enhanced client satisfaction and trust

Designed and implemented training programs tailored to junior staff needs, focusing on skill enhancement

Coordinated office activities and resources to maintain a productive work environment

Leveraged MS Office Suite for data analysis and document preparation, ensuring accuracy and professionalism in deliverables

Executed financial transactions and reconciliations using MYOB to support organizational fiscal health

Executed comprehensive financial modeling and reporting using Xplan to support informed decision-making