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Personal Assistant

Waterbury, CT
June 28, 2022

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Jessica deBidart

*** ******* ***** ******* *****, CT 06096


pg. 1

Summary of Skills

• Strong Interpersonal Skills

• Excellent communication skills,

ability to communicate effectively

verbally and in writing

• Strong learning ability

• Highly motivated and goal


• Good at multi-tasking and

handling high pressure situations

• Exceptional attention to detail

• Responsible and Reliable


• Works well as part of a team, or


• Solid technical skills, proficient in

typing, and strong computer


• Conflict resolution, and customer

service experience

• Problem-solving

• Very strong work ethic and high

level of integrity in all that I do

• Organized and self-motivated

• Time management skills relating

to managing multiple projects with

strict deadlines


Central Connecticut State University, New Britain, CT Bachelor of Arts, English, (2020) Manchester Community College, Manchester, CT Associate of Science, General Studies (May 2014)

Work Experience

Waddell & Reed, Hartford CT (December 2017- March 2019)

• Personal assistant to an independent Financial Advisor at Waddell & Reed

• Manages client files for compliance with various regulations

• Input all business transactions for client accounts

• Handles financial operational problems, such as issues with statements and transactions

• Manages all appointment booking and calendar events

• Generates all appointment preparation for clients including generating reports Jessica deBidart

420 Elmwood Drive Windsor Locks, CT 06096


pg. 2

• Process/calculate client required minimum distritbutions

• Input all new client on-boarding and any data entry that is needed

• Generate/process all new business paperwork pertaining to clients and outside institutions

• Handle all administrative tasks both in the office and pertaining to clients

• Active role in fundraising event planning/preparation

• Strong proficiency in helping assist clients one on one

• Manage/assist with social media outlets and technology used in office

• Proficient with NetX360, Smart Office, Vision and Compass (Allbridge), Outlook, Microsoft Office Programs

Mass Mutual, Enfield, CT (February 2017- July 2017)

• Customer service specialist in retirement accounts division

• Strong Interpersonal Skills

• Strong learning agility

• Results oriented

• Excellent communication skills and demonstrates the ability to anticipate the needs of the callers, build rapport with each customer, ask probing questions and understand how to create a best-in-class client experience and resolve customer requests on the first contact

• Educated customers about the services MassMutual provides for their retirement needs

• Adapted to changes in the market, industry or company policies and business conditions

• Balanced time effectiveness and efficiency to ensure our department met expected service levels

• Met the established goals and objectives; customer experience, first contact resolution, call quality and call handling time.

Jessica deBidart

420 Elmwood Drive Windsor Locks, CT 06096


pg. 3

• Solid technical skills.

• Efficiently navigated through systems / websites to maximize time to respond and resolve the service requests of policy owners, general agents, producers, and field personnel maintaining ownership and accountability until completed, or within established turnaround times.

• Retirement plan option and restriction identification

• Accurate form distribution to customers

• Form completion and processing

• Quality assurance monitoring of individual cases

• Payment processing and distribution

• Compliance to all FINRA regulations and laws

Windsor Locks Park and Recreation, Windsor Locks, CT (September 2011- Present)

• Travel Soccer U12 Girls Coach & Travel Basketball Coach 5/6 Grade girls

• Distributed forms relevant to club communications, safety, payment & scheduling

• Evaluated skill levels and developed practice drills to accommodate all players

• Communicated in person and via email with parents concerning game and practice schedules

• Communicated with Park and Recreation departments from surrounding towns to develop game schedules, and “friendly” Game schedules

• Conflict resolution between coaches, players and parents

• Class F Certification (Soccer)

• Vice President of the Windsor Locks Travel Soccer Club Jessica deBidart

420 Elmwood Drive Windsor Locks, CT 06096


pg. 4

Ruby Tuesday’s, Enfield, CT (September 2010- October 2014)

• Shift Leader

• Customer service

• Maintained a great relationship with my bosses and co-workers

• Conflict resolution when customers were upset

• Delegated side work to ensure the restaurant was closed efficiently

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