Financial Advisor Office Administrator
Resume:
Rachelle Brewer
*** * ******* *** *******, IN ***74 812-***-**** ***************@*****.***
Skills & Abilities
- Excellent communication skills - Strong management/supervisor skills
- Ability to identify and resolve issues/concerns - Uphold policies and procedures
- Implement plans and maintain responsibility - Oversaw inventory and budgets
- Knowledgeable in Microsoft Office - Detail oriented and organized
Experience
Edward Jones – Branch Office Administrator
April 2019 – October 2024 Columbus, IN
Consistently executed the business processes and multitasking with other responsibilities
Developed active listening skills and identifying potential opportunities for the clients and office
Worked and prepared clients and Financial Advisor for appointments
Understood the tools and products to offer ideas and recommendations within allowable activities
Maintained confidentiality with documents, client, and business information
Oversaw 300 plus clients' accounts, kept records, notes, and monitored weekly/monthly/yearly account activities
Processed checks, document signatures, appointments, and concerns from the client or Financial Advisor
Facilitated the business plan, marketing/advertising, and regional meetings
Certified Medical Assistant, Malone Solutions – Quad Med
August 2018 – April 2019 Austin, IN
●Scheduled patient appointments with Quad Med providers, procedures, testing’s, and outside providers.
●Obtained and documented vitals, medical histories, current medications, and issues when rooming the patient.
●Furnished front office support to patients, obtain consents, verifying appointments, and updating demographics at the time of the patient’s appointments or prior to.
●Coordinated patient Care Management, referrals, labs, and medications within the EMR and obtaining those results.
●Understand and performed instructions given by the provider for the patient’s care.
●Maintained, monitored, and ordered the supplies for the clinic.
Coordinating Manager, Health Centered Spine and Wellness
February 2015 – October 2017 Seymour, IN
●Managed a weight loss program with over 4,000 patients.
●Coordinated tasks, planned and arranged activities, met deadlines, and managed projects efficiently.
●Confidently and effectively spoke, listened, and, openly expressed ideas. Negotiate/resolved differences, lead group discussions, provided feedback, with well thought-out solutions from the gathered appropriate information.
●Supported and motivated others, counseled patients, delegated tasks, represented others, and accepted responsibility.
●Lead groups, taught/trained/instructed others, counseled/coached, managed
conflict, delegated responsibility, made and implemented decisions, enforced policies, and took charge of situations.
Phlebotomist, Schneck Medical Center
November 2013 – November 2014 Seymour, IN
●Explained processes of procedures and instructed patients regarding those procedures, properly identified patients, and maintained confidentiality.
●Attention to detail, accuracy, prioritized assignments, problem solved, spoke/wrote clearly, worked quickly in a timely manner, listened/communicated effectively, and multitasked job.
●Adhered to government regulations, collected blood using proper technique and protocol, documented all procedures, followed infection control guidelines, maintained lab equipment and specimen integrity.
Team Lead, Toyota Tsusho America, Inc
November 2008 – October 2011 Columbus, IN
●Supervised and ensured efficiency and organization, while maintaining a positive and effective work environment.
●Implemented and enforced company policies and warehouse safety guidelines (safety member).
●Organized and performed routine inventory checks: daily, weekly, and monthly.
●Trained new-hires and forklift operators.
●Collaborated with other shifts, coworkers, managers about various issues, and conducted pre-shift meetings with employees.
●Prepared documents, entered inventory in computer system, investigated and resolved discrepancies.
●Demonstrated and wrote standard operational procedures for various departments.
Education
Trine University, Angola, IN – Bachelor's degree of Science in Applied Business – Applied Management: January 2016 August 2018 – Cum Laude
Ivy Tech Community College, Columbus, IN – Associates Degree in Medical Assisting: June 2014 – May 2015
Ivy Tech Community College, Columbus, IN – Associates Degree in Applied Science: Jan 2011 – May 2014
References
Patty Blevins
Nurse Practitioner
******@***.***
1442 State Run Road, New Albany, IN 47150
Karen Karl
Paparazzi Consultant
**********@*****.***
14000 W Lake Road, Seymour, IN 47274
Sarah Turner
**************@*****.***
3546 Walnut Grove Court, Columbus, IN 47203
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