Bee Jumpe, FPQP™

Sr. Client Service & Operations Administrator

Bee Jumpe Operations Associate Heritage financial

A history buff since kindergarten, Bee was born in Boston and grew up in Attleboro, MA where she loved going to Red Sox and Patriots games. She was such a voracious reader in her youth, that the staff at Borders and Barnes and Noble knew her by first name.

Bee attended Bridgewater State University where she earned a double major in History and English. In the latter years of her college studies, she received two distinct grants to present to groups of scholars on the topic of modern queer media, speaking at events in both New Orleans and Seattle.

She spent most of her professional career in elementary schools working with children with social and emotional needs. With strong problem-solving, communication, and time management skills, Bee helped students and their parents work together to achieve students’ personal and educational goals.

Bee joined Heritage Financial in 2022. As a Sr. Client Service & Operations Administrator she is responsible for daily execution of all business processes and workflows including money movement, client mailings and forms, operations reporting, custodian interaction and other activities related to the operational efficiency of the firm.

A fan of the fantasy genre, Bee is currently in the process of drafting her own novel. She also enjoys playing tabletop games, drawing, and studying Russian, French, Chinese, and English royal histories.