C. Kimberly Gibbs Branch
Woodruff,SC
Summary
Experienced in office administration, adept at ensuring smooth branch operations. Utilizes organizational skills to streamline processes and enhance efficiency. Possesses knowledge of team collaboration and client relationship management. Strong interest in pursuing a Legal Assistant/Paralegal position specializing in Estates, Wills, and Trusts.
Overview
24
24
years of professional experience
Work History
Sr. Branch Office Administrator
Edward Jones
04.2001 - 11.2024
- Processed deposit transactions, transfers, and rollovers, supporting the Financial Advisor in branch operations.
- Working with clients to provide Financial & Estate Planning assistance
- Assisted with Estates processing and recording Date of Deaths for Probate procedures
- collectively obtained and retained required legal documents in the Estate File Manager (Scan and/or Originals for processing accounts, annuities, life insurance, etc.)
- Directed activities involving life insurance and annuities.
- Organized and executed various marketing events and maintained direct mailing lists for regular newsletter distribution.
- Utilized attention to detail to address needs, questions, and concerns, providing outstanding client support.
- Completed annual CE training courses to maintain professional qualifications.
- Certified SC Notary Public since 2003
Education
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Spartanburg Community College
Spartanburg, SC01.1992
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Paul M. Dorman High School
Spartanburg, SC01.1988
Skills
- Skilled in problem-solving
- Proficient in computer systems
- In-depth knowledge of financial services regulations
- Estate and financial planning experience
- Knowledgeable in estate processing procedures
- Team-oriented and self-sufficient
- Strong focus on accuracy
- Commitment to continuous learning
Accomplishments
Became a Certified SC Notary Public in 2003
Became an Edward Jones Limited Partner in 2012
Retired from Firm after 24 years of Service in 2024
Completed Wills & Probate Law Training 2025
Timeline
Sr. Branch Office Administrator
Edward Jones
04.2001 - 11.2024
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Spartanburg Community College
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Paul M. Dorman High School
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