Administrative assistant/ executive assistant

K IMBERLY DELORENZO

574-***-**** **************@*****.*** Winamac, IN

PROFESSIONAL SUMMARY

Dynamic Senior Executive Assistant / Branch Office administrator with over 10 years of administrative experience, specializing in calendar management and document handling. Successfully coordinated high-profile regional events, optimizing resources and enhancing guest experiences. Skilled in perfecting processes. financial documentation and customer service with highly detailed execution.

CORE SKILLS

• Operations: Office Management, Process Improvement, Documentation

• Client Service: Customer Relations, Active Listening, Problem Solving

• Leadership & Organization: Team Mentorship, Event Planning, Time Management WORK EXPERIENCE

Senior Branch Office Administrators Edward Jones Winamac, IN July 2015 – Aug. 2025

• Collaborated with administrative support teams to manage calendars for three high producing advisors in

$500,000,000 assets under care branch

• Formulated and instituted standard operating procedures to ensure accuracy and efficiency in processes, reducing processing time by 21%

• Interacted professionally with customers and personnel, addressing inquiries and responding to phone and email communications.

• Processed and reviewed financial documents, soliciting additional information when needed to complete accurate paperwork for both new and the branch’s 1200+ existing clients.

• Drafted memos, letters and other documents, enhancing internal and external communications. Regional Event Coordinator Edward Jones Winamac, IN. Nov. 2020 – May 2024

• Synchronized vendors, timelines, and budgets for events, ensuring smooth execution.

• Coordinated and allocated equipment, supplies, and staff for events, optimizing resource utilization.

• Crafted program activities, agendas, and budgets based on specific event requirements.

• Developed detailed diagrams and floor plans adhering to event setup specifications.

• Oversaw event logistics, venue scheduling, and accommodations to streamline operations.

• Organized facility arrangements, including food and beverage selections and audio-visual setups.

• Directed event registration and on-the-day check-in processes, effectively managing high guest volumes. Bank Teller Teacher’s Credit Union Rochester, IN Mar. 2010 – July 2015

• Fostered high customer satisfaction by adeptly resolving issues with knowledgeable and friendly service.

• Cashed customer checks, verified identification, and checked account balances in strict accordance with bank policies.

• Reconciled cash and checks against computer records at the end of shifts to ensure accuracy.

• Identified customer financial needs, goals, and objectives, offering appropriate financial products tailored to meet those needs.

EDUCATION & DESIGNATIONS

• FPQP Designation, Financial Paraplanner Qualified Professional Kaplan College for Fin Planning Inc 2023 – 2027

• BACHELOR’S DEGREE Business Management Indiana Wesleyan University Marion, IN 2011 – 2015 AWARDS & ACCOLADES

• Edward Jones Mentor Onboarding and training of new hires 2021 - 2025

• Junior Achievement Leader Eastern Pulaski Community School 2021 - 2024

• Client Service Excellence Award Recognized for top-tier client satisfaction scores across the region. 2023

• Spirit of Caring Award Recognized for exceptional dedication to clients and colleagues. 2022

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