Jessica Contreras

Q: What is Jessica Contreras email address?

Email Jessica Contreras at jessica@consideritdonecompany.com. This email is the most updated Jessica Contreras email found in 2026.

Q: How to contact Jessica Contreras?

To contact Jessica Contreras send an email to jessica@consideritdonecompany.com. If you want to call Jessica Contreras try calling on +13019611585 and +12522392000. (updated on October 29, 2024)

Virtual Assistant at Consider it Done Virtual Administrative Services | Jacksonville, Texas, United States

About Jessica Contreras

Jessica Contreras is a seasoned Virtual Assistant at Consider it Done Virtual Administrative Services, where she has been instrumental in transforming the operational efficiency of financial advisors since 2003. With a deep understanding of client account administration, Jessica excels in managing complex tasks that range from advisor billing and invoicing to the meticulous handling of monthly and quarterly report deliveries. Her expertise in CRM systems, particularly Salesforce.com and Junxure, allows her to streamline client onboarding processes, ensuring that every detail is meticulously organized and accessible.

Currently, Jessica is spearheading key projects that focus on enhancing the onboarding experience for new clients. By implementing strategic planning and project management methodologies, she has successfully reduced onboarding times and improved client satisfaction rates. Her proficiency in electronic filing and cloud-based systems has not only modernized the way documents are managed but has also facilitated seamless communication between advisors and their clients.

In addition to her administrative skills, Jessica is adept at creating impactful marketing materials and correspondence, utilizing her instructional design background to ensure that all communications are clear and professional. Her ability to juggle multiple custodians and maintain accurate databases speaks to her strong organizational skills and attention to detail. As a vital member of the Consider it Done team, Jessica Contreras embodies the essence of virtual assistance—providing reliable, consistent support that empowers financial advisors to focus on what they do best: serving their clients.

Jessica Contreras Work

Virtual Assistant at Consider it Done Virtual Administrative Services in April 2003 to Present

Director of Advisor Virtual Support at EverSource Wealth Advisors in January 2021 to Present

President at Consider it Done! in April 2003 to January 2021

Jessica Contreras Skills

Marketing

Strategic Planning

Leadership

Frequently Asked Questions about Jessica Contreras

What is Jessica Contreras email address?

Email Jessica Contreras at [email protected]. This email is the most updated Jessica Contreras email found in 2026.

What is Jessica Contreras phone number?

Jessica Contreras phone number is +13019611585 and +12522392000.

How to contact Jessica Contreras?

To contact Jessica Contreras send an email to [email protected]. If you want to call Jessica Contreras try calling on +13019611585 and +12522392000. (updated on October 29, 2024)

What company does Jessica Contreras work for?

Jessica Contreras works for Consider it Done Virtual Administrative Services

What is Jessica Contreras's role at Consider it Done Virtual Administrative Services?

Jessica Contreras is Virtual Assistant

What industry does Jessica Contreras work in?

Jessica Contreras works in the Financial Services industry.