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Jess Olson

Jess Olson

Client Services Specialist

My role involves managing the calendar, assembling meeting agendas, and handling various administrative tasks. I take great pride in providing top-notch customer service to all of our clients and using my strong organizational skills to ensure processes run smoothly and efficiently.

Before joining the B3 team, I worked in various administrative roles for Wilderness Awareness School. The experience there honed my skills and prepared me for the dynamic and rewarding world of financial services. I love the challenges and opportunities this industry offers, and there is nothing more satisfying than knowing I have helped our clients navigate their financial journeys more easily.

When I am not at the office, you can usually find me enjoying the great outdoors with my partner Will, our son Liam, and our dog Hendrix. I am an avid reader and a keen knitter - hobbies that, much like my role at B3, require patience, precision, and a love for creating something meaningful.