Bridget Brantley
Raleigh,NC
Summary
Adept at fostering client relationships and enhancing customer satisfaction, I significantly contributed to revenue growth and operational efficiency at Edward Jones. My expertise in problem-solving and time management, coupled with a knack for detailed documentation, propelled team performance and streamlined processes, ensuring a blend of strong organizational skills and client engagement.
Overview
25
25
years of professional experience
Work History
Senior Branch Office Administrator
Edward Jones
Cary, NC
04.2003 - Current
- Partnered with Financial Advisor to manage $180 Million AUC (Assets Under Care)
- Fostered strong relationships with clients, leading to increased loyalty and repeat business.
- Enhanced customer satisfaction with personalized service and prompt resolution of issues.
- Managed daily operations for a successful branch, ensuring smooth workflows and optimal team performance.
- Increased branch efficiency by streamlining office processes and implementing time-saving strategies.
- Streamlined communication channels between the branch office and headquarters, facilitating faster decision-making processes.
- Implemented sales initiatives that contributed to the branch''s overall growth in revenue.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
Branch Office Administrator
Edward Jones
Cary, NC
04.2000 - 04.2003
- Coordinated schedules and appointments for branch staff, optimizing time management processes.
- Maintained inventory levels of office supplies, minimizing costs while ensuring availability of necessary items.
- Provided exceptional customer service to both internal employees and external clients, promoting a welcoming atmosphere at the branch office.
- Composed professional business correspondence, emails, meetings notes and other documents.
Education
Bachelor Of Arts - Education
Peace College
RaleighSkills
- Client relationship building
- Customer engagement
- Time management
- Attention to detail
- Multitasking and organization
- Problem-solving abilities
- Excellent communication
- Organizational skills
- Team collaboration
- Active listening
Timeline
Senior Branch Office Administrator
Edward Jones
04.2003 - Current
Branch Office Administrator
Edward Jones
04.2000 - 04.2003
Bachelor Of Arts - Education
Peace College