LiveCareer-Resume

branch office administrator resume example with 13+ years of experience

JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Career Focus
Enthusiastic and well-organized Office Administrator with a solid background in data entry, schedule management, and event planning. I am a hard-working, multi-tasking administrator with outstanding client relation, telephone and documentation skills. Seeking a challenging position in a fast paced environment to apply my experience and skills that will also allow for personal growth and career advancement.
Summary of Skills
  • Skills & Abilities MANAGEMENT
  • Managing a team as well as an office on a daily basis
  • Assuring all monies were settled SALES
  • Monthly goal for sales of credit card, loans, accounts and investments COMMUNICATION
  • Openly and effectively communicate with other employees and clients on a daily basis LEADERSHIP
  • Take control and get the job done with precision and efficiency COMMUNITY OUTREACH
  • Christmas in April
  • Summerseat Farm COMPUTER PROGRAMS
  • Microsoft- Word, Excel, PowerPoint, and Outlook
  • QuickBooks
Accomplishments
  • Enthusiastic and well-organized Office Administrator with a solid background in data entry, schedule management, and event planning. I am a hard-working, multi-tasking administrator with outstanding client relation, telephone and documentation skills
  • Received superior customer service satisfaction award and dinner in 2012
Professional Experience
11/2012 to Current BRANCH OFFICE ADMINISTRATOR Ubs | , ,
  • Communicate with financial advisor and clients
  • Answering and managing phone calls
  • Set and confirm appointments
  • Sort and respond to incoming mail
  • Manage service requests, wires, faxes, and e-mails
  • Process trade confirmations
  • Maintain record keeping
  • Order supplies and marketing literature
  • Process branch expenses
  • Maintain personal workspace and office
  • Estate, cash instrument, securities, mutual fund, account transfer, account opening/closing, insurance/pension, retirement and trade processing
  • Enter notes into calendar and activities
  • Prepare and update portfolios
  • Prepare hypo/calcs
  • Prepare cost basis information for client or tax preparer
  • Provide market information at clients request
  • Promote account services
  • Plan and handle logistics for events
  • Complete online training
  • Learn of system enhancements
  • Review firm information
  • Mentor/train other branch office administrators
  • Support Regional activities
06/2010 to 11/2012 PERSONAL BANKER III First Bancorp | , ,
  • Assessed clients financial situations to develop strategic financial planning solutions
  • Reconciled debit reports, margin reports, and trade settlement reports to reach in-house goals and objectives
  • Trained and directed new hires during department orientations
  • Increased new bank relationships with the community
  • Supportively directed a team
  • Received superior customer service satisfaction award and dinner in 2012
  • Recommended loan approvals and denials based on customer loan application reviews
  • Originated, reviewed, processes, closed, and administered customer loan proposals
  • Compiled database or loan applicants' credit histories, corporate financial statements and other financial information.
  • Submitted loan applications to loan underwriter for verification and recommendation
  • Developed prospects for new loans with cold calls weekly
  • Reviewed and edited loan agreements to ensure accuracy
  • Closed and average of 5 loans per month
  • Complied with regulatory requirements including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
  • Maintained confidentiality of bank records and client information
  • Performed accounts receivable duties including invoicing researching chargebacks, discrepancies and reconciliations
  • Managed hundreds of accounts receivable accounts working directly with the Financial Management Office
  • Oversaw inventory and office supply purchases
08/2007 to 05/2010 ADMINISTRATIVE ASSISTANT Otis Worldwide | , ,
  • Reconciliation of five bank accounts monthly
  • Tax preparation for five business accounts
  • Monthly spreadsheets on all account receivables
  • Payroll
  • Maintain filing
  • Office supply inventory
  • Operate multi line phone systems
  • Title research on incoming and outgoing vehicle purchases
  • Preparation of pamphlets for auctions
  • Processed sale of vehicles and payments
  • Inventory of all vehicles and equipment owned by company
Education
Expected in 1989 HIGH SCHOOL DIPLOMA | CHOPTICON HIGH SCHOOL, , GPA:
HIGH SCHOOL DIPLOMA | 1989 | CHOPTICON HIGH SCHOOL
Professional Affiliations
Skills
Inventory, Account Receivables, Administrative Assistant, All Account, Filing, Multi Line Phone, Payments, Payroll, Receivables, Reconciliation, Sale Of, Clients, And Marketing, Answering, Basis, Cash, Closing, Incoming Mail, Logistics, Marketing, Mentor, Mutual Fund, Office Administrator, Online Learning, Online Training, Securities, Training, Accounts Receivable, Award, Credit, Customer Service, Database, Financial Management, Financial Planning, Financial Statements, Invoicing, Loans, New Hires, Of Accounts, Proposals, Receivable Accounts, Receptionist, Reconciliations, Retail Sales, Satisfaction, Solutions, Strategic Planning, Accounts And, Community Outreach, Credit Card, Data Entry, Documentation, Event Planning, Excel, For Sales, Outlook, Powerpoint, Quickbooks, Sales, Sales Of, Telephone, Word

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • CHOPTICON HIGH SCHOOL

Job Titles Held:

  • BRANCH OFFICE ADMINISTRATOR
  • PERSONAL BANKER III
  • ADMINISTRATIVE ASSISTANT

Degrees

  • HIGH SCHOOL DIPLOMA

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: