Administrative Assistant Branch Administrator

Karen Grace Gates

Branch Administrator

*******@*********.*** • LinkedIn

916-***-**** • Lincoln, CA

Qualifications

Summary

Highly organized, systematic, and personable professional with extensive experience in providing administrative support and high-quality customer service within challenging and fast-paced environment. Proven track record of maintaining files and updating records, making travel arrangements, conducting research, assisting with project management, and handling correspondence. Capability of using multiple software, including word processing, spreadsheets, databases, and presentation software. Equipped with outstanding communication, collaboration, and interpersonal skills along with proficiency in gaining customer trust and increasing customer satisfaction.

Office Administration

Travel Arrangements

Customer Service

Regulatory Compliance

Business Correspondence

Issue Resolutions

Record Management

Calendar & Docketing

Career

Experience

Edward Jones, Rocklin CA 2007 to 2021

Branch Office Administrator

Administered all aspects of on-site branch office, such as supervising appointment setting and scheduling, preparing reports, scanning documents, and managing correspondence via email, faxes, and wires while ensuring a continuous and unhindered flow of usual operations of organization. Maintained an effective filling system as well as obtained customers’ signatures for further processing while conducting necessary paperwork in an accurate manner. Oversaw executive’s calendar, including making appointments and prioritizing most sensitive matters. Comprehended the FINRA and SEC regulations for banks and brokerage firms for optimization of company performance.

Achieved customers’ satisfaction through addressing client’s business and financial concerns, dealing with objections of clients, and recommending best solutions.

Accomplished rollovers from 401k for clients and offered exceptional services to prospective clients while efficiently communicating with clients related to portfolio and core system. Additional experience as a Marketing Assistant, Administrative Assistant, and Executive Administrative Assistant within well-reputed organizations. Education Major : Business

San Bernardino Community College

Technical Skills Microsoft Office Suite (365 Word, Excel, Power Point).

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