Senior Office Manager & Administration Leader
Resume:
JENI WATERS
Office Management and
Administration Professional
PROVEN SKILLS
PROFILE
Experienced Office Manager and Administration Professional, with a tenure of over 20 years in administrative support, office management, and client relations, primarily within the finance industry. Proven record of streamlining operations and maintaining strong client relationships. Skilled in managing executive schedules, collaboration, and discretion.
PROFESSIONAL EXPERIENCE
**********@*******.***
Martinez, CA
Scheduling
Initiated frequent and
required annual meetings for
hundreds of clients and
professionals.
Client Relations
Built strong relationships with
clients by understanding their
needs and ensuring they
received personalized support.
Coordination
Complex schedule
management and
implementation of the
Branch Plan.
Edward Jones Investments 2005 - 2024
Gather confidential personal client
information and ensure compliance with
regulatory requirements.
Schedule appointments for clients and
professionals via phone, online, or in person.
Manage meeting logistics, scheduling,
preparing agendas, and ensuring client and
branch needs.
Communicate client needs effectively,
facilitating follow-up and initiating goal
planning processes.
Screen clients and manage client processing,
ensuring smooth interactions and effective
client service delivery.
Sunset Net Internet Services 1998 - 2002
Office supply management and payment
processing.
Documentation and subscription
reporting.
Payment tracking.
Customer support and relations.
Martinez News Gazette 2004 - 2005
Coordinate with sister offices for product
logistics and distribution.
Accounts payable and advertiser
partnership.
Senior Branch Office Administrator
Office Manager
Office Administrator
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