[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-detail-152428-en":3,"doc-seo-152428-105":29,"detail-sidebar-cat-0-en-105":90},{"code":4,"msg":5,"data":6},0,"success",{"doc_id":7,"user_id":8,"nickname":9,"user_avatar":10,"doc_module":4,"category_id":11,"category_name":12,"doc_title":13,"doc_description":14,"doc_content":15,"file_id":16,"file_url":17,"file_type":18,"file_size":19,"view_count":20,"is_deleted":4,"is_public":20,"is_downloadable":20,"audit_status":20,"page_count":20,"language":21,"language_code":22,"site_id":23,"html_lang":22,"table_of_contents":24,"faqs":25,"seo_title":26,"seo_description":14,"update_tm":27,"read_time":28},152428,1099513958762,"Logic","https://ap-avatar.wpscdn.com/avatar/1000023916a998db790?x-image-process=image/resize,m_fixed,w_180,h_180&k=1784791008015729253",8,"Research & Report","Jasmine Baka - Onboarding Specialist","Jasmine Baka serves as an Onboarding Specialist for Henssler Financial, supporting the client onboarding process alongside the Client Success Manager to ensure a smooth transition to the Planning Team. Her responsibilities include collecting required client information, setting up accounts, explaining service offerings, and resolving client questions. She also handles deposit and withdrawal processing, maintains client data for cash flow projections, updates meeting notes, and processes client information, following her prior planning and implementation support role.","Jasmine Baka Onboarding Specialist  \nJasmine Baka serves as an Onboarding Specialist for Henssler Financial, complementing Client Success Manager Erica Martin in the process of bringing new clients onboard and ensuring a smooth transition to the Planning Team. Ms. Baka is responsible for obtaining necessary client information, setting up accounts, explaining service o erings, and addressing any questions or concerns the client may have.  \nMs. Baka joined Henssler Financial in May 2022 as a Client Service Associate in the Planning & Implementation Department, where she assisted Associates and Financial Planners with meeting preparation, compiling accurate client review data, and addressing client concerns.  \nMs. Baka’s duties also included processing deposits and withdrawals at the Financial Planners’ and clients’ discretion, enters client data related to cash 􀀞ow projections, and performs administrative tasks including updating meeting notes and processing client information.  \nPrior to joining the 􀀝rm, Ms. Baka spent 10 years in the culinary industry, specializing in cakes and pastries. She spent four years as a cake baker and decorator for an employee-owned American supermarket chain, responsible for the daily production of cakes, cupcakes, assorted desserts, pastries, doughnuts, and bread. She also designed and created wedding and specialty cake orders.  \nMs. Baka earned a Bachelor of Science in Food Service Management with an  \nAssociates in Baking & Pastry from Johnson and Wales University in Charlotte, N.C.  \nHenssler Financial entities (“HF”) shall mean and refer to any and all subsidiaries, parent or sister corporations, limited liability companies, partnerships or other entities or entity controlling, controlled by or under common control with said corporations or entities, including, but not limited to, G. W. Henssler & Associates, Ltd., a federally registered investment adviser, d/b/a Henssler Financial; Henssler CPAs & Advisers, LLC; Henssler Capital, LLC; Henssler Property Management, LLC; Henssler Insurance, LLC, and Henssler Norton Insurance, LLC. HF is not an investment adviser.  \nHenssler Financial is a nancial planning and money management rm with assets under advisement of approximately $3.22 billion as of June 30, 2024. Henssler Financial, which includes federally registered investment adviser G.W. Henssler & Associates, Ltd. and is headquartered in Kennesaw, Georgia, a suburb of Atlanta.  \n2 Year of Financial Services Experience  \nContact Info: [jbaka@henssler.com](jbaka@henssler.com)[ ](jbaka@henssler.com)[main:](main:) ([770](770)) [429-9166](429-9166)  \n[direct:](direct:) (678) 797-3770  \n3735 Cherokee Street • Kennesaw, GA 30144 • 770-429-9166 main • 770-428-3852 fax • [henssler.com](henssler.com)","cbCaicIDoaVd5DYw","https://ap.wps.com/l/cbCaicIDoaVd5DYw","pdf",77080,1,"English","en",105,"# Role and Responsibilities\n## Onboarding and Client Support\n## Administrative and Data Management\n## Background and Education","[{\"question\":\"What is Jasmine Baka’s role at Henssler Financial?\",\"answer\":\"She works as an Onboarding Specialist, partnering with the Client Success Manager to bring new clients onboard and support a smooth transition to the Planning Team.\"},{\"question\":\"What onboarding tasks does she handle?\",\"answer\":\"She obtains necessary client information, sets up accounts, explains service offerings, and addresses client questions or concerns.\"},{\"question\":\"What additional administrative duties does she perform?\",\"answer\":\"She processes deposits and withdrawals, enters client data for cash flow projections, and performs administrative tasks such as updating meeting notes and processing client information.\"}]","Jasmine Baka - Onboarding Specialist | PDF",1787861026,3,{"code":4,"msg":30,"data":31},"ok",{"site_id":23,"language":22,"slug":32,"title":13,"keywords":33,"description":14,"schema_data":34,"social_meta":85,"head_meta":87,"extra_data":89,"updated_unix":27},"jasmine-baka-onboarding-specialist","",{"@graph":35,"@context":84},[36,52,67],{"@type":37,"itemListElement":38},"BreadcrumbList",[39,43,47,49],{"item":40,"name":41,"@type":42,"position":20},"https://docshare.wps.com","Home","ListItem",{"item":44,"name":45,"@type":42,"position":46},"https://docshare.wps.com/document/","Document",2,{"item":48,"name":12,"@type":42,"position":28},"https://docshare.wps.com/document/research-report/",{"item":50,"name":13,"@type":42,"position":51},"https://docshare.wps.com/document/jasmine-baka-onboarding-specialist/152428/",4,{"url":50,"name":13,"@type":53,"author":54,"headline":13,"publisher":56,"fileFormat":59,"inLanguage":22,"description":14,"dateModified":60,"datePublished":61,"encodingFormat":59,"isAccessibleForFree":62,"interactionStatistic":63},"DigitalDocument",{"name":9,"@type":55},"Person",{"url":40,"name":57,"@type":58},"DocShare","Organization","application/pdf","2026-09-05","2026-08-27",true,{"@type":64,"interactionType":65,"userInteractionCount":20},"InteractionCounter",{"@type":66},"ViewAction",{"@type":68,"mainEntity":69},"FAQPage",[70,76,80],{"name":71,"@type":72,"acceptedAnswer":73},"What is Jasmine Baka’s role at Henssler Financial?","Question",{"text":74,"@type":75},"She works as an Onboarding Specialist, partnering with the Client Success Manager to bring new clients onboard and support a smooth transition to the Planning Team.","Answer",{"name":77,"@type":72,"acceptedAnswer":78},"What onboarding tasks does she handle?",{"text":79,"@type":75},"She obtains necessary client information, sets up accounts, explains service offerings, and addresses client questions or concerns.",{"name":81,"@type":72,"acceptedAnswer":82},"What additional administrative duties does she perform?",{"text":83,"@type":75},"She processes deposits and withdrawals, enters client data for cash flow projections, and performs administrative tasks such as updating meeting notes and processing client information.","https://schema.org",{"og:url":50,"og:type":86,"og:title":13,"og:site_name":57,"og:description":14},"article",{"robots":88,"canonical":50},"index,follow",{"doc_id":7,"site_id":23},{"code":4,"msg":5,"data":91},[92,96,100,104,109,114,119,122,127,130,134],{"id":20,"doc_module":4,"doc_module_name":45,"category_name":93,"show_sort_weight":94,"slug":95},"Story & Novel",90,"story-novel",{"id":46,"doc_module":4,"doc_module_name":45,"category_name":97,"show_sort_weight":98,"slug":99},"Literature",80,"literature",{"id":51,"doc_module":4,"doc_module_name":45,"category_name":101,"show_sort_weight":102,"slug":103},"Exam",70,"exam",{"id":105,"doc_module":4,"doc_module_name":45,"category_name":106,"show_sort_weight":107,"slug":108},5,"Comic",60,"comic",{"id":110,"doc_module":4,"doc_module_name":45,"category_name":111,"show_sort_weight":112,"slug":113},6,"Technology",50,"technology",{"id":115,"doc_module":4,"doc_module_name":45,"category_name":116,"show_sort_weight":117,"slug":118},7,"Healthcare",40,"healthcare",{"id":11,"doc_module":4,"doc_module_name":45,"category_name":12,"show_sort_weight":120,"slug":121},30,"research-report",{"id":123,"doc_module":4,"doc_module_name":45,"category_name":124,"show_sort_weight":125,"slug":126},9,"Religion & Spirituality",20,"religion-spirituality",{"id":125,"doc_module":4,"doc_module_name":45,"category_name":128,"show_sort_weight":125,"slug":129},"World Cup","world-cup",{"id":131,"doc_module":4,"doc_module_name":45,"category_name":132,"show_sort_weight":131,"slug":133},10,"Lifestyle","lifestyle",{"id":135,"doc_module":4,"doc_module_name":45,"category_name":136,"show_sort_weight":105,"slug":137},19,"General","general"]