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Microsoft Office Service

Location:
Fresno, California, United States
Posted:
May 23, 2018

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Resume:

Brandis Rudluff 562-***-****

**** * ***** *** ac5k15@r.postjobfree.com

Fresno, CA 93720

EXPERIENCE

**** – 2016 EDWARD D. JONES & CO. Seal Beach, CA

Senior Branch Office Administrator

Regional Leader Branch Office Administrator

Limited Partner

• Processed cash instruments, securities, mutual funds, account transfers, life insurance plans, pensions, retirement plans, and estate administrations.

• Prepared and updated portfolios.

• Mentored and trained other Branch Office Administrators.

• Maintained branch office record keeping and branch expenses. Ordered supplies and marketing literature. Processed marketing mailings. Made phone calls to follow up on mailings.

• Promoted saving, spending, borrowing solutions, and account services.

• Planned and handled logistics for events, seminars, and broadcasts.

• Acted as a liaison between clients, accountants, and attorneys. RECOGNITIONS and AWARDS:

2015 Most Inspirational Award at the Fall Regional Conference 2014 Client Service Excellence (Top 25%) Award

2013 Client Service Excellence (Top 25%) Award

2013 Managing Partner’s Conference

2010 Limited Partner

2010 Client Service Excellence Award

2009 Client Service Excellence Award

1997 – 2003 LANG, RICHERT & PATCH, Attorneys at Law Fresno, CA Client Service Administrator

• Filed court documents at courthouses throughout Central California.

• Demonstrated strong interpersonal skills with co-workers, clients, and the legal community.

• Clarified complicated legal documents for clients.

• Delivered paperwork to numerous law firms throughout Central California.

• Answer phones, copied and prepared documents.

EDUCATION:

Cuesta College San Luis Obispo, CA

PROFESSIONAL DEVELOPMENT:

Microsoft Office, Word, Outlook, Excel, Dropbox



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