Office Administrator Client Service

LORI WILSON

Oklahoma City, OK

940-***-**** *******@*****.***

Online Resume: https://zety.com/profile/lori-wilson/343 Professional Summary

Experienced administrative professional and FPQP®

(Financial Paraplanner Qualified Professional) with a proven track record in financial services, office operations, and client support. Currently serving as a Branch Office Administrator at Edward Jones, delivering top-tier service in a fast-paced, client-focused environment. Skilled in clerical support, scheduling, data management, and multitasking. Committed to professionalism, accuracy, and team

collaboration.

Certifications

Financial Paraplanner Qualified Professional® (FPQP®) Kaplan University

Skills

• Office Administration

• Financial Documentation & Recordkeeping

• Client Service & Relationship Management

• Microsoft Office & Google Workspace

• Appointment Scheduling & Calendar Management

• File & Database Management

• Time Management & Multitasking

• Professional Phone & Email Communication

• Likability

Professional Experience

Branch Office Administrator

Edward Jones – Oklahoma City, OK

May 2023 – Present

• Support financial advisor Angela Vetrano in managing branch operations and client service.

• Maintain accurate records, schedule client appointments, and ensure compliance with financial regulations.

• Deliver personalized client support with a focus on confidentiality and efficiency.

Branch Office Administrator

Edward Jones – Wichita Falls, TX

Sep 2022 – May 2023

• Worked alongside financial advisor Mackenzie Burrus to provide administrative and client service support.

• Handled communications, document preparation,

scheduling, and operational support.

Clerk II

Wichita Falls Independent School District – Wichita Falls, TX

Feb 2021 – Sep 2022

• Delivered administrative support, managed office files, and produced internal and external reports.

• Created reports and implemented improvements to

automate filing systems.

Corrections Officer IV

Texas Department of Criminal Justice – Iowa Park, TX May 2016 – Jan 2021

• Supervised inmate activities and conducted routine inspections.

• Maintained accurate documentation, shift logs, and ensured security compliance.

Medical Assistant

Texoma Pain & Spine Center – Wichita Falls, TX

Sept 2007 – Jan 2016

• Assisted in patient exams and diagnostics.

• Maintained medical records and compiled surgical billing documentation.

Education

High School Diploma

Hirschi High School – Wichita Falls, TX

Graduated May 1990

REFERENCES

Taylor Gardner 405-***-****

Kim Stevens 940-***-****

Alyssa Watkins 940-***-****

Randi Mobley 307-***-****

Contact this candidate