1. Jenna Thompson
201 Georgia Avenue, Saint George, GA 31562 |C: 912-276-0873 |Email: jennaleigh1987@yahoo.com
Summary
Skillful and dedicated Executive Assistant with extensive experience in the coordination, planning and support of
daily operational and administration functions in a highly confidential environment. Over 7 years of experience in
the legal field as well as life and health insurance field.
Highlights
• Approachable Supportive and willing to assist others
• Complaint handling and resolution
• Analytical / Research Skills
• Computer / Technical Literacy
• Flexibility / Adaptability / Managing Multiple Priorities
• Planning / Organizing
Accomplishments
• Supported Senior Executives through personal document management, calendar organization and
collateral preparation for meetings
• Decreased costs by negotiating pricing with vendors regarding wholesale billing and marketing
procedures
• Achieved several appreciation letters from managers and co-workers for providing exceptional support
both inside and outside of my department
Experience
North Florida Financial Corporation Jacksonville, FL 10/2014-Current
Senior Financial Advisor Assistant – Life Insurance, Investments and Planning
• Tracking pending business, production and progress
• Opening new accounts including but not limited to, IRAs, 401ks, Annuities, Life and Disability Insurance
• Processing the appropriate paperwork at request of clients such as drafting letter, new accounts,
withdrawals and contributions, inputting checks, asset movements, etc.
• Inputting financials, running illustrations, gathering and processing documents pertaining to each
client meeting
• Reviewing insurance applications for completeness and accuracy
• Renewing of all licenses and designations, conducting payroll, as well as paying taxes and filing tax
reports for the corporation at their scheduled times
Cooper, Ridge & Safi, P.A. Jacksonville, FL 01/2009-10/2014
Legal Assistant / Mediation & Arbitration Coordinator
• Assisted in developing, documenting and refining procedures to accomplish discovery process
requirements
• Organized and analyzed document productions
• Performed billing and collection functions on time and managed delinquent accounts
• Maintain current billing summary excel spreadsheets
• Scheduling, preparing and assisting with alternative dispute resolutions, legal discovery and other
court administrative duties
Education
Legal Studies – Associates Degree Florida State College of Jacksonville - 2008
Skills
Microsoft Word ∗ Excel ∗ PowerPoint ∗ Outlook ∗ Tabs ∗ Relativity ∗ Smart Office ∗ Intuit ∗ NetX360 ∗ CAMS ∗
Word Perfect ∗ Edgar