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Branch Office Administrator Resume Example

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BRANCH OFFICE ADMINISTRATOR
Summary

Administrative support professional experienced working in fast paced environments demanding strong organizational, technical and interpersonal skills. Highly trustworthy, ethical, and discreet; committed to superior customer service. Confident and poised in interactions with individuals at all levels. Detail oriented and resourceful in completing projects; able to multi-task effectively. Seeking a role of increased responsibility that requires hard work and dedication.

Highlights
  • Microsoft office proficiency
  • Typing 60 wpm
  • Self directed
  • Schedule management
  • Fast learner
  • Petty cash control
Accomplishments

Increased office organization by developing more efficient filing system. Successfully coordinated company and vendor sponsored seminars and special events for groups of clients. Received raise for exemplary performance review scores.

Experience
Branch Office Administrator
August 2010 to CurrentEdward Jones Investments － Dallas, TX

Daily office administration duties

  • oversee appointment setting and schedules
  • manage the receptionist area
  • manage all correspondence via mail, email, faxes and wires
  • Organize files, develop hypos, prepare reports and scan documents
  • Manage day-to-day calendar for financial advisor
  • Execute direct mail programs

Managed client accounts

  • Process deposits
  • Asset servicing
  • Securities processing and order entry
  • Trade confirmations
  • Process transfers and rollovers
  • Place trades per financial advisors request

Help the financial advisor deepen client relationships

  • Greet clients
  • Use my customer service skills to get information from the client that could be beneficial to the financial advisor during their appointment
  • Prepare a variety of reports including financial assessments, asset analysis, and diversification charts
Solutions Consultant
November 2009 to September 2010Freedom Communications － Broken Arrow, OK

Daily office administration duties

  • Greeted customers
  • Responded to all email and fax inquiries
  • Created spreadsheets and data entry
  • Kept track of all of the companies advanced exchanges by updating reports weekly using Excel

Helped deepen customer relationships

  • Educated customers on the latest devices and software to help them decide which one best suited their needs
  • Used my knowledge of wireless and software technologies to help resolve customer issues
  • Helped customers with bill analysis
Office Administrator
February 2004 to December 2008Castro's Construction － Houston, TX

General administrative duties

  • Performed administrative and secretarial support functions for the owners of a successful construction company
  • Answered phones and responded to all email and fax inquiries
  • Scheduled appointments
  • Maintained up-to-date client files
  • Assisted with general accounting functions
  • Investigated and resolved billing issues
Education
High School DiplomaTulsa Community College － Tulsa, OK, United States

Coursework in Office and Business Administration

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Resume Overview

Companies Worked For:

  • Edward Jones Investments
  • Freedom Communications
  • Castro's Construction

School Attended

  • Tulsa Community College

Job Titles Held:

  • Branch Office Administrator
  • Solutions Consultant
  • Office Administrator

Degrees

  • High School Diploma

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BRANCH OFFICE ADMINISTRATOR

EDWARD JONES

Mechanicsville, Maryland