Assistant Manager Office Administrator

AMY

IRWIN

**************@*****.***

407-***-****

Orlando, FL 32812

SKILLS

• Cross functional collaboration

• Flexibility and adaptability

• Deductive and inductive

reasoning

• Interpersonal Skills

• Microsoft Office Suite

• CRMs

• Regulatory Compliance

• Report Preparation and

Analysis

• Developing Customer

Relationships and Accounts

• Strong Attention to Detail

PROFESSIONAL SUMMARY

Talented Senior Branch Office Administrator who excels under pressure and adapts quickly to new policies and procedures. I have well-rounded communication skills and presentation experience. I thrive when tasked with goals that push me to think outside the box.

WORK HISTORY

Edward Jones Investments

Senior Branch Office Administrator

Orlando, FL Mar 2021 - Current

• Onboarding of new clients and ongoing communication to ensure complete satisfaction

• Over $1 million in client referrals personally secured for firm

• Consistent teaming with office resources to analyze and create solutions to meet client needs

• Demonstrated mastery in leading and developing innovative strategies that help to increase assets under management

• Strategically expanding existing customer base, improvement of brand awareness, product evolution and enhanced team efficiency

• Open and clear communication with demonstrative strategic vision and disciplined execution

• Consistently top-rated performer in annual reviews

• All Branch Office Admin responsibilities listed below Edward Jones Investments

Regional Mentor Coordinator

Orlando, FL Dec 2019 – Current

• Influencing growth and health of region by revamping and coordinating mentor program

• Coaching of new branch office administrators to help them apply training knowledge and build their confidence to effectively support branch team

Edward Jones Investments

Branch Office Administrator

Orlando, FL Mar 2017 - Mar 2021

• Support of Financial Advisor with proactive correspondence management, new client onboarding and retention

• Updating of prospective and existing client records, including preparing reports & materials for client appointments

• Learning and implementation of new tools and systems that manage client contacts and increase branch efficiency

• Development and implementation of marketing plans, special promotions, and customer relations events

• Improvement of office operations by automating client correspondence, record tracking and data communications FedEx Office

Interim Manager

Kissimmee, FL Feb 2016 – Aug 2016

• Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.

• Applied performance data to evaluate and improve operations, target current business conditions, and forecast needs.

• Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.

FedEx Office

Assistant Manager, Gaylord Palms Resort & Convention Center Kissimmee, FL Nov 2014 – Feb 2016

• Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.

• Set and enforced policies focused on increasing team productivity and strengthening operational efficiency.

• Enhanced client satisfaction ratings by scheduling on-site service requests, managing show logistics and booth functionality needs to meet demands.

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