Molly Jordan is a high-skilled expert, working in Rmb Capital main office of which is in 226. on the position of Client Service Administrator | Wealth Management from 2018. Molly has earned professional experience in more than nine positions at different companies. Molly Jordan went to the Luther College and got education from 2012 to 2016. Washington, DC is the city, where this professional was known to be located. The professional's email address and phone number are accessed through this website by request.
Name variants:
Mollie Jordan,
Moll Jordan,
Polly Jordan
Last updated Jun 09, 2024
Contact Information
Last Update
Jul 7, 2022
Email
mj**@rmbcap.com, mo**@gmail.com, mj**@kennedy-center.org
Location
Washington, DC
Company
Rmb Capital
Workplace
Client Service Administrator | Wealth Management
Work History
Client Service Administrator | Wealth Management
115 south La Salle St FLOOR 34TH, Chicago, IL 60603
from Sep 2018
Client Services Associate
Served as direct assistant to Certified Financial Planner by coordinating Outlook calendars, screening incoming calls, and preparing meeting materials -Experienced in Commonwealth Financial ...
Oct 2017 — Jul 2018
Event Sales Manager
1150 Willow Rd, Northbrook, IL 60062
Sold, planned, and executed over 400 events including
social events, corporate retreats, weddings, and Mitzvahs
Exceeded individual sales goal of $647,000+ to assist in meeting team wide ...
Jul 2016 — Oct 2017
Development Intern
Performed extensive research on prospective individual and corporate donors to compose informational briefings
Drafted and prepared solicitations, reports, and acknowledgment letters
Prov...
Jan 2016 — May 2016
Executive Leadership Co-Chair
700 College Dr, Decorah, IA 52101
Responsible for bringing entertainment and educational programming to Luther College
Communicated with agents, organized venues, and prepared accommodations
Achieved goals in hosting big-...
Sep 2013 — Dec 2015
Office Manager
13967 west Preserve Blvd, Burnsville, MN 55337
Served as the primary editor for property valuation reports
Formatted, edited, and bound reports to meet government standards
Managed time efficiently to ensure reports were completed for...
Aug 2015 — Aug 2015
Customer Support Representative
Minnesota
Assisted new customers in setting up online banking access after the acquisition of a new bank franchise
Developed useful phone and communication skills to professionally answer customer q...
Jun 2015 — Jul 2015
Communication and Event Coordination Intern
Assisted in the planning and execution of adoption events and fundraisers
Created unique advertising to promote adoption events
Authored articles for the electronic newsletter distributed...
Sep 2014 — Dec 2014
Summer Legal Intern
3311 east Old Shakopee Rd, Minneapolis, MN 55420
Developed a personal work plan for summer internship role
Served as Project Coordinator to update current and historical legal documents and corporate governance records in accordance with...
Jun 2014 — Aug 2014
Education
Occupations
Accountant
Finance and Accounting Specialist
Supporting Member
Financial Broker
Certified Financial Planner
Engineer
Customer Service
Sales Specialist
Client Service Officer
Coordinator
Accounting Bookkeeper
Bookkeeper
Team Member
Puchasing and Estimating Manager
Financial Manager
Managers
Skills
Sales
Customer Service
Cashiering
Time Management
Microsoft Word
Team Building
Powerpoint
Teamwork
Microsoft Office
Retail
Communication
Event Planning
Microsoft Excel
Data Entry
Public Speaking
Social Media
Leadership
Social Networking
Editing
Fundraising
Customer Satisfaction
Microsoft Powerpoint
FAQs about Molly Jordan
What is the main profession of Molly Jordan?
The expert is a Client Service Administrator | Wealth Management.
What are the main profession of The expert?
These person's professions are Accountant and Finance and Accounting Specialist
Where is Molly Jordan currently located?
Molly Jordan is located in Washington, DC.
What is Molly Jordan's email?
The professional's email is mj**@rmbcap.com and mo**@gmail.com.
Where did Molly Jordan work?
This person worked at Rmb Capital, Armstrong Fleming and Moore.
Where has Molly Jordan studied?
Molly studied at the Luther College from 2012 to 2016.
What is the industry that Molly Jordan worked in?
This professional works in Financial Services industry.
What are professional skills of Molly Jordan?
This person has the following skills: Sales, Customer Service, Cashiering, Time Management, Microsoft Word, Team Building, Powerpoint, Teamwork, Microsoft Office, Retail, Communication, and Event Planning.