Christy Cull
Bedford,KY
Summary
Experienced and dedicated professional with over 18 years of expertise in customer service, data entry, and executive support. Personable Office Administrator skilled at prioritizing multiple tasks and finding prompt solutions. Efficiently manages workloads, warmly greets visitors, handles incoming phone calls, and fulfills staff members\' requests. Known for professionalism and creating an upbeat work environment.
Overview
31
31
years of professional experience
Work History
Senior Branch Office Administrator
EDWARD JONES
MADISON
07.2009 - Current
- Prepare reports and materials for client appointments
- Update prospective client and client data records
- Proactively contact clients to set or confirm appointments and offer appropriate services
- Contact existing clients to invite them to a face to face meeting with the financial advisor to review their financial goals
- Plan and prepare marketing materials and events with the financial advisor
- Organize and maintain the financial advisor's schedule
- Prepare Transfer Paperwork
- Open Accounts per Financial Advisor.
Secretary
LIFE SPRING
MADISON
04.1999 - 01.2001
- Answer phone calls and direct calls to appropriate parties or take messages
- Attend meetings to record minutes
- Greet visitors and determine whether they should be given access to specific individuals
- Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.
Auto Operator
GROTE
MADISON, IN
08.1993 - 08.1997
- Observe machine operations to ensure quality and conformity of filled or packaged products to standards
- Monitor the production line, watching for problems such as pile-ups, jams, or glue that isn't sticking properly
- Inspect and remove defective products and packaging material.
Education
Bachelor of Arts - Finance
University of Arizona Global
Chandler, AZ07.2025
Business -
IVY TECH
MADISON, IN05.1998
Skills
- Scheduling and Planning
- Office Administration
- Staff Training and Development
- Document Management
- Customer Engagement
References
- Chad Lewis, Financial Advisor, Edward Jones, (812) 265-6381, Chad.lewis@edwardjones.com, Manager
- Michelle Frazier, Regional Leader, Edward Jones, 765-465-4264
Michelle.frazier@edwardjones.com
Additional Information
Securities Industry Essentials Exam
Series 7 License
Timeline
Senior Branch Office Administrator
EDWARD JONES
07.2009 - Current
Secretary
LIFE SPRING
04.1999 - 01.2001
Auto Operator
GROTE
08.1993 - 08.1997
Bachelor of Arts - Finance
University of Arizona Global
Business -
IVY TECH