Catherine Waldron

• Schedule appointments, maintain customer accounts
• Deposit checks, open and close accounts, prepare reports, answer all phone calls, assist FA with seminars, ads, etc.
• Proficiently perform all other responsibilities of a BOA, to include contacting home office when I need assistance
• Have worked remotely on bad weather days

I have been a BOA for offices from Level 0-6 and have worked with several different FAs, to include a transitional FA. I have also worked as an on-call BOA. I became a Senior Branch Office Administrator at the beginning of 2024. Although I enjoy my position within a branch, my desire is remote position with Edward Jones.

• Assistant to three advisors and worked within an Infinex system.
• Set up appointments, prepared reports, submitted work orders
• Deposited checks, sent out review letters, answered phones

This position was located within the same bank I had worked in for 11 years and was under the same holding company. When the position was relocated to Concord, NH, I decided not to commute and applied at Edward Jones.

• Front desk position; answered all calls for the lending department
• Assisted 10 loan officers and senior staff
• Managed and assigned all online mortgage applications, prepared rate surveys, PowerPoint presentations, and Excel spreadsheets
• Prepared minutes for loan meetings; served on several committees
• Editor of the employee health newsletter

During my employment here, I completed courses in Excel, Word, Access, PowerPoint and Web Design, both basic and advanced, as well as many banking courses.