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Customer Service Office

Dallas, TX
June 30, 2016

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Jennifer L. Mark, CRPS®

**** *. ********** ****** *******, Kansas 67205 316-***-****


Juhnke Financial Group, Wichita, Kansas 2012-Present Operations Manager

Conduct the smooth operation of a fast-paced financial planning office.

Human Resources: Coordinate, manage, and track all payroll and benefits programs and confirm regulatory compliance with all activities. Maintain consistent direction of policies, and make suggestions on policy changes. Manage confidential records including personnel files, government filings, and other employee record retention requirements. Tactical recruitment for various positions within the firm.

Compliance: Follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and performing work activities.

Operations: Managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. Respond to ad hoc requests, coordinate/track projects, and manage business projects. Oversight of team process and procedure, leader for team members in the practice, as well as direct accountability for the team’s success. Provide functional leadership over personnel activities, define work assignments, and troubleshoot complex issues for staff of eight.

Yoder Financial Group, Wichita, Kansas 2011-2012 Financial Planning Analyst

Responsible for payroll, A/P, A/R, benefits including Health, Vision, Dental, Life, Retirement Plan. Managed processes for all activities to ensure compliance with all federal regulations. Executed client portfolio analyses and rebalancing of client accounts upon approval of recommendations.

Edward Jones Investments, Wichita, Kansas 2008-2011 Branch Office Administrator

Office management, including: Client service, processing accounts, maintaining compliance of federal regulatory standards, inventory control, A/P, A/R. Branch marketing, including: direct mail, advertisements, special events, monthly events. Performed analysis of effectiveness of local marketing initiatives.

KC Creative Advertising, Inc, Wichita, Kansas 2006-2008

Marketing Specialist

Cox Media, Wichita, Kansas 2003-2005

Account Executive

Sprint, Wichita, Kansas 2000-2003

Business Marketing and Sales Support Specialist

Worked tactically in a marketing capacity with clients to help them grow their businesses

campaign conception, strategic media analysis and placement, image consultation, branding, PR

Developed customized promotions / constructing creative advertising campaigns targeted to demographic.

Provided customer service for clients and agencies.

Marketed special events on-site at various locations


Bachelors of Science, Business Administration, 2010, Magna Cum Laude

Baker University, Wichita, Kansas

Securities Licenses: Series 6, Series 7, Series 66, Kansas Life and Health License

Chartered Retirement Plans Specialist designation (CRPS®) – College for Financial Planning, 2016

Skills: Excellent proficiency with Microsoft Office Suite: Word, Excel, PowerPoint, Outlook; QuickBooks, Quicken, Paychex, EmployShare, TASC.

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