Amy Watkins
New Freedom,PA
Summary
Results-driven administrative professional with a proven track record in branch operations management. Adept at optimizing office processes and enhancing team productivity. Known for fostering a collaborative work environment and achieving high levels of client satisfaction.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Senior Branch Office Administrator
Edward Jones
12.2017 - Current
- Built strong client relationships through intentional conversations and active listening, gaining a deep understanding of individual client values, needs, and goals, which directly supported team initiatives and contributed to client retention and growth.
- Proactively identified and communicated opportunities for new business, life events, and service needs, working with financial advisors to ensure follow-up on potential leads.
- Assisted in the growth of assets under management by proactively identifying new business opportunities and referrals.
- Managed all administrative tasks for over 220 households with $120 million in assets under management.
- Grew branch revenue and profitability by more than 50% through effective relationship management, implementation of streamlined processes, and consistent client experience.
- Coordinated closely with internal teams including financial advisors, operations, and customer service to ensure seamless client experiences and smooth execution of processes, promoting alignment and efficient collaboration.
- Enhanced customer satisfaction by delivering personalized service, solutions, and prompt resolution of issues.
- Facilitated smooth client experiences by explaining complex services to clients, setting expectations regarding processes, timelines, and requirements, and ensuring clients were kept informed throughout the entirety of processes.
- Led process improvement initiatives by identifying inefficiencies in client engagement and office workflows, recommending actionable solutions to streamline operations.
- Managed CRM systems to maintain up-to-date client records, ensure accurate documentation of client interactions, opportunities, and follow-ups, contributing to efficient sales operations and pipeline management.
Special Education Paraprofessional
Southern York County School District
10.2015 - 12.2017
- Developed strong rapport with students by demonstrating empathy, patience, and understanding during daily interactions both inside and outside the classroom setting.
- Managed challenging behaviors using de-escalation techniques to maintain a safe and productive learning environment for all students involved.
- Assisted in the implementation of effective behavior management techniques, resulting in a more focused and positive classroom environment.
- Collaborated with teacher to create customized classroom environment integral to students' needs.
- Enhanced students'' learning experiences by implementing individualized educational plans and adapting teaching methods for special needs students.
Administrative Assistant
Harrisburg Area Community College
08.2009 - 09.2011
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Worked with the Dean of Students to keep semester class calendars up to date.
Senior Registered Sales Assistant
Morgan Stanley
04.1999 - 05.2003
- Enabled smoother team collaboration by acting as a liaison between financial advisors, clients, and other internal departments to resolve any potential issues or concerns promptly.
- Ensured timely execution of trades, minimizing errors and maximizing returns for clients'' portfolios.
- Streamlined account opening process for new clients, improving overall satisfaction during onboarding experience.
- Demonstrated commitment to ethical standards by adhering to industry regulations and safeguarding client confidentiality.
- Played a vital role in the successful completion of audits by ensuring that appropriate documentation was maintained and readily accessible for review.
Education
Administrative Professional Certificate
Harrisburg Area Community College
Harrisburg, PASkills
- Strategic planning
- Organizational skills
- Administrative support
- Teamwork and collaboration
- Problem-solving
- Relationship Management
- Client Focused
Certification
Financial Paraplanner Qualified Professional
Series 7 License
Timeline
Senior Branch Office Administrator
Edward Jones
12.2017 - Current
Special Education Paraprofessional
Southern York County School District
10.2015 - 12.2017
Administrative Assistant
Harrisburg Area Community College
08.2009 - 09.2011
Senior Registered Sales Assistant
Morgan Stanley
04.1999 - 05.2003
Administrative Professional Certificate
Harrisburg Area Community College