Administrative Department Manager
Jen joined our team in 2006. She supervises the administration department for Northern Capital Management, and also assists clients with last names A-J. She facilitates client service request such as:
New account applications
Transfer of accounts and investments
Money movement requests including wire transfers
Cost basis and other tax-related questions
Administrative items such as change of address, change of beneficiary, etc.
Jen also maintains the portfolio reporting system, calculates fees for clients, sends billing invoices, and facilitates fee deductions from client accounts. Jen has a Bachelor’s degree from Eastern Washington University with majors in Finance, General Management, and Human Resource Management. Originally from Newport, WA, Jen enjoys spending time with her husband Nick and their two sons Michael and Kelly.