Office Administrator Retail Sales

LISA

RAISOR

ad5nwa@r.postjobfree.com

502-***-****

Louisville, KY 40228

Personable Office Administrator Professional with 29 years of experience in The Financial Services Industry, prioritizing multiple tasks requiring prompt solutions. Talented problem-solver managing workloads while greeting visitors, answering incoming phone calls and fulfilling staff members' requests. Professional and welcoming in creating upbeat work environment.

PROFESSIONAL SUMMARY

**Limited Partner

**Ted Jones Entrepreneurial Achievement Award

**Edward Jones Sr. Founders Achievement Award

**Ed Armstrong Achievement Award

**Jim McKenzie Achievement Award

**Frank Finnegan Award

ACCOMPLISHMENTS

Edward Jones - Senior Branch Office Administrator

Middletown, KY • 11/1994 - Current

Macy's - Part Time - Retail Sales Associate

Louisville, KY • 10/2018 - 01/2020

WORK HISTORY

Increase branch efficiency by streamlining office processes and implementing time-saving strategies.

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Manage daily operations for successful branch, ensuring smooth workflows and optimal team performance.

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Enhance customer satisfaction with personalized service and prompt resolution of issues.

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Ensure regulatory compliance by staying current on industry standards and implementing appropriate policies and procedures.

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Strong relationships with clients, leading to increased loyalty and repeat business.

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Execute 5 core elements: Solutions-based Appointment, Client Relationships, Digital Client Experience, Client and Branch Processes, Branch Business Planning

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• Organize education seminars

• Manage incoming client texts, emails for Financial Advisor Boosted customer satisfaction by providing exceptional service and addressing concerns promptly.

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Increased sales revenue through effective product recommendations tailored to individual customers.

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Maintained clean and organized store environment, enhancing overall shopping experience for customers.

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• Enhanced visual merchandising displays by arranging products SKILLS

• Office Administration

• Dependable and Responsible

• Scheduling and Planning

• Data Management

• Word Processing

• Scheduling Seminars

• Computer Skills

• Retail Sales

• Customer Engagement

• Telephone reception

• File Maintenance

• QuickBooks

• Mail handling

• Microsoft 365

• Outlook 365

• Microsoft Teams

• Zoom

• Microsoft Edge

• Medical Terminology

• Remote Office Availability

• Google Drive

Western Kentucky University

Bowling Green, KY • 05/1980

Associate of Science: Medical

Records Administration

EDUCATION

strategically, attracting more customers to store.

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