Human Resources Accounts Payable

PO Box *** Rancho de Taos, NM

Experience

Edward Jones Investment, Taos NM

Branch Office Administrator, 2011- Present

Knowledge and Skills

Facility Manager

Client scheduler

Client initial meetings and reviews

Client periodic interface – in office and electronic

Client portfolio development and monitoring

Bookkeeping

Accounts Payable and Receivable

Purchasing

Assist Financial Advisors research and development of client accounts

Education

BS Human Resources -Friends Univ, Wichita KS

AS Psychology – Pratt Community Coll, Pratt KS

Real Estate/Contracts-Community Coll, Garden City KS

Accounting/Secretarial – Ft Hays Coll, Hays KS

Personal Development

Certification in Auditing and Compliance

Independent Bankers Association

Lending Regulations seminars (recurring)

State and Federal Financial Regulations seminars (recurring)

OBJECTIVE

A position in the personal investment finance industry that capitalizes on my experience and offers potential for growth and advancement.

Opportunities to help people in investment of wealth building their personal portfolios.

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

575-***-****

VOLUNTEER EXPERIENCE OR LEADERSHIP

SW Kansas Cattle Women Association, VP and President

Garden City Chamber of Commerce Ambassador

Phi Theta Kappa National Honor Society

MARCIA D. SHULTIS

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