Abigail Campbell
NSW
Summary
Bilingual financial services professional with six years of experience supporting client services operations at Edward Jones. Holds Series 7, Series 66, and Life and Health licensure with hands on experience in financial planning, portfolio analysis, and retirement plan management. Practical paraplanning experience including financial plan preparation, portfolio rebalancing, and retirement income projections for clients across multiple life stages. Seeking to bring that combination of technical skill and client focus to a paraplanner role in an independent advisory practice.
Overview
7
7
years of professional experience
Work History
Sr. Branch Office Administrator
Edward Jones
Orange Park, FL
02.2020 - Current
- Managed daily operations to ensure efficient branch functioning and high-quality client service.
- Implemented office procedures that enhanced workflow efficiency and reduced operational delays.
- Coordinated scheduling for client meetings, optimizing branch resources and personnel availability.
Receptionist
Kia Of Orange Park
Orange Park, FL
04.2019 - 01.2020
- Managed front desk operations, ensuring a welcoming environment for customers and visitors.
- Maintained accurate records of customer interactions using dealership management system software.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
Education
Bachelor of Science - Finance
University of North Florida
Jacksonville, FL05-2027
High School Diploma -
Baldwin Middle-Senior High School
Baldwin, FL04-2017
Skills
- Series 7 Licensed
- Series 66 Licensed
- Life & Health Insurance Licensed
- Retirement Planning
- Portfolio Analysis
- Investment Planning
- Investment Management
Websites
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Client Service Excellence Award
Recognized annually for delivering outstanding client experiences, maintaining high satisfaction scores, and contributing to branch growth through referral based business development.
Timeline
Sr. Branch Office Administrator
Edward Jones
02.2020 - Current
Receptionist
Kia Of Orange Park
04.2019 - 01.2020
Bachelor of Science - Finance
University of North Florida
High School Diploma -
Baldwin Middle-Senior High School