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