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Jaclyn Wilson Location
Chapel Hill, NC, US
Jaclyn Wilson Work
Executive Assistant @ (April 2025 - Present)
Executive Assistant @ (July 2021 - April 2025)
Associate Advisor @ Lincoln Financial Advisors/ Sagemark Consulting, Private Wealth Services (May 2019 - July 2021)
Client Service Associate @ Keystone Financial Partners (October 2018 - March 2019)
Financial Advisor @ Coastal Federal Credit Union (September 2015 - September 2018)
Registered Sales Associate @ Coastal Federal Credit Union (July 2013 - September 2015)
New Business Manager @ Guardian Life Insurance Company (January 2011 - July 2013)
Office Manager @ Amerilife and Health Services (January 2009 - January 2011)
Jaclyn Wilson Education
Jamestown Community College
Business Management
Jaclyn Wilson Skills
Accounts Payable
Business Process
Business Process Improvement
Calendars
Cisco Jabber
Client Relations
Client Relationship Management
Client Services
Computer Literacy
Concur
Contract Management
Corporate Events
Credit Risk
Cross-functional Team Leadership
Customer Relationship Management (CRM)
Customer Satisfaction
Customer Service
Disability Insurance
Document Preparation
Event Management
Event Planning
Expense Reports
Finance
Financial Reporting
Financial Risk
Fixed Annuities
Life Insurance
Medicare
Medicare Supplements
Microsoft Copilot
Microsoft Excel
Microsoft Office
Microsoft Outlook
Microsoft PowerPoint
Microsoft Teams
Microsoft Word
PeopleSoft
Process Control
Public Relations
Quality Assurance
R (Programming Language)
Report Writing
Reporting & Analysis
Retirement Planning
Risk Management
SAP Products
SQL
Sales Process
Salesforce.com
Team Leadership
Team Learning
Team Management
Underwriting
Workday
Jaclyn Wilson Summary
Jaclyn Wilson, based in Chapel Hill, NC, US, is currently a Executive Assistant at UBC. Jaclyn Wilson brings experience from previous roles at Syneos Health, Lincoln Financial Advisors/ Sagemark Consulting, Private Wealth Services, Keystone Financial Partners and Coastal Federal Credit Union. Jaclyn Wilson holds a Business Management @ Jamestown Community College. With a robust skill set that includes Accounts Payable, Business Process, Business Process Improvement, Calendars, Cisco Jabber and more. Jaclyn Wilson has 1 emails and 3 mobile phone numbers on RocketReach.
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