ROSALINDA P. GARCIA

**** ***** *****, *** *******, TX 78250, 210-***-****

ad1ksy@r.postjobfree.com

Senior Branch Office Administrator with experience in administrative skills in the Financial Industry and Real Estate Industry.

EXPERIENCE

JULY 2023 - PRESENT

OPERATIONS ASSOCIATE, TLWM FINANCIAL-LPL FINANCIAL

Open new accounts, process disbursements, incoming/outgoing transfers, and rollovers. Provide outstanding customer service to clients.

NOVEMBER 2011 – JULY 2023

SENIOR BRANCH OFFICE ADMINISTRATOR, EDWARD JONES INVESTMENTS

Proactively contact clients to set or confirm appointments and offer appropriate services. Process money movement of funds, disbursements and check delivery. Open accounts by properly completing and submitting required forms. Plan events and prepare marketing materials for financial advisor. Organize and maintain the financial advisor’s schedule. Learn and implement new tools and systems that manage client contacts and increase branch efficiency.

JUNE 2007 – FEBRUARY 2010

CUSTOMER SERVICE REPRESENTATIVE, EDIBLE ARRANGEMENTS

Maintain front office, greet walk-in customers and mail brochures. Answer phones and assist customers with their orders. Communicate with drivers on all deliveries. Provide excellent customer service.

FEBRUARY 2005 – MARCH 2006

ASSISTANT PROPERTY MANAGER-HOME LOCATORS & MANAGEMENT, LLC

Oversee the daily operations of the office. This includes all incoming & outgoing calls while providing excellent customer service. Process applications, leases and move-outs. Answer repair calls, manage accounts payable and receivables. Make bank deposits and owner draws.

EDUCATION

ASSOCIATE DEGREE, SAN ANTONIO COLLEGE TEXAS REAL ESTATE LICENSE-INACTIVE

SKILLS

Great written & verbal communicator

Ability to broaden client relationships

Detail-oriented & multi-tasker

Willingness to learn new skills

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