The latest installment in our regular Q&A session where we sit down with members of the FJY team to find out a little bit more about what exactly they do here and what makes them tick.
This Month: Operations Associate Jessica Mendoza
Tell us a little about your role at FJY and what you do.
Currently, a little bit of everything! I have the opportunity right now to get the lay of the land, as you will, by being an extra set of hands. I am beginning to help more with account maintenance, documentation, and filing of client information, as well as assisting with client request follow up. As I begin growing in my role, I will step more into an Operations focus. I will continue the work I’m doing now, but concentrate more on ensuring that our processes and procedures are as efficient as possible so that advisors have more time to focus on what’s really important, our clients!
If you could do another job for one day, what would it be?
If I could have all the knowledge implanted into my mind for 24 hours, I’d want to be an architect. I’ve always thought that the industry is such a beautiful intersection between creativity and discipline. The whole process, starting from an idea in someone’s head, to seeing what they’ve built on your way to work is just incredible. If I just had to be regular ol’ me though, I’d like to be a sommelier. I’m not qualified for that either, but I’d sure have fun trying!
What drew you to FJY initially?
As I stated earlier, I’m a process and procedure person. Projects and efficiency excite me (and yes, I know how much of a nerd I am). What stood out to me is that FJY did an incredible job of documenting their processes from the beginning. They have clear-cut paths to a lot of the behind-the-scenes work that goes on for our clients. That’s all thanks to the work of the current partners when the firm was starting out. As a young professional taking my first career job, I thought, what an amazing opportunity to learn how something was built, and how I can help take it to the next level. Not a lot of firms even have an opportunity like this. FJY is on the forefront of the industry because they’re always looking ahead and at what will be best for our clients. I think that’s something everyone can take pride in.
What is the first thing you would buy if you won the lottery?
First things first, someone to manage it! In terms of goals, however, I’d take care of my mom first. If I could make it so she never had to work another day in her life, that’s what I would do. Of course, she’d get bored in a month or so and go back to work anyway. She taught me everything.
Where is your favorite place to be?
With my family and my friends, absolutely. I’m a firm believer in the school of thought that people just make life better. It doesn’t matter where we are or what we’re doing, as long as everyone is happy and healthy. If I could spend a week with my family and their families, just hanging out at the house, or at the lake, that would be ideal. Or even just a few days with my friends from college, talking about our new lives in the real world, that would be just fine too.
What’s your favorite childhood memory?
I have a lot of really great stories that involve my two older sisters. My mom started grad school when I was starting the 5th grade, so the three of us had a lot of “unsupervised” time together in the house. Don’t worry, my eldest sister is eight years older than me. There are a lot of stories we will take to the grave with us, but one of my favorites is the Pillow Olympics. It basically involved stuffing pillows into sweatshirts and sweatpants and trying to be athletic, which didn’t work out very well.