KIMBERLY TAYLOR

• Demonstrates strong attention to detail by carefully proofreading lengthy reports
• Prepares final reports for shipment to clients
• Utilizes QuickBooks to perform client invoicing
• Performs bank and credit card transaction reconciliation with Quickbooks
• Prepares and delivers financial statements to the company owner
• Manages inventory of office supplies

EXPERIENCE

Senior Branch Office Administrator

Financial Paraplanner Qualified Professional

Edward Jones | Hockessin, DE

• Prioritized and managed calendar to ensure effective time management for the financial advisor.
• Generated correspondence including letters, emails, and presentations.
• Analyzed estate assets accurately using spreadsheets for data analysis
• Organized meetings and conferences for groups of 15 - 100 individuals, ensuring seamless coordination and efficient distribution of materials.
• Efficiently resolved customer inquiries, ensuring high levels of customer loyalty.
• Developed and implemented administrative processes to increase efficiency.
• Enhanced paperwork accuracy by promptly reviewing documents and acquiring necessary information.
• Offered valuable expertise by serving as a mentor to newly hired employees, sharing insights on company best practices.
• Demonstrated strong ability to work autonomously and without direct supervision
• Crafted precise financial reports detailing client's net worth and cash flow statements.
• Maintained accurate and up-to-date client records in the firm's software
• Managed a heavy volume of phone contacts, including inbound client calls and outbound appointment scheduling for account reviews.
• Successfully resolved atypical and difficult account challenges through brainstorming
• Identified transferable accounts and successfully onboarded prospective clients to increase branch assets under care
• Enhanced client connections through knowledge of their family backgrounds.

• Developed marketing plans for new products or services offered by the company.
• Designed strategies for improving the quality of services provided by the organization.
• Implemented safety protocols throughout the workplace to protect employees from harm.
• Maintained financial records, prepared budgets, and monitored expenditures for the company
• Prepared monthly financial statements for review with owner of the company
• Streamlined operational processes and systems to enhance efficiency and reduce costs.
• Interacted with customers and vendors with utmost professionalism to solve various problems.