Danielle Osborn
Warsaw,IN
Summary
Experienced Branch Office Administrator experienced in assisting with business plans and serving client needs while keeping office operations moving efficiently. Organized and insightful administrator with adaptable approach to challenges, ability to work independently and exceptional critical thinking skills. Background includes money management, security oversight, and account development. Proficient in daily office management, relationship-building and complex problem-solving.
Overview
6
6
years of professional experience
Work History
Branch Office Administrator
Edward Jones
Fort Wayne, IN
03.2018 - Current
- Provide administrative support to the Financial Advisor including filing, data entry, preparing documents, reports, presentations and correspondence.
- Develop and implement office policies and procedures to ensure efficient operations.
- Manage calendar schedules for senior managers to coordinate appointments and meetings.
- Create, maintain and update filing systems for records management in accordance with company standards.
- Provide technical assistance related to computer software issues in the workplace.
- Provide leadership, insight and mentoring to newly hired administrators to supply knowledge of various company programs to benefit their Financial Advisor.
- Handle customer inquiries promptly via telephone or email.
- Process invoices, payments and other financial transactions accurately.
- Create detailed reports outlining project progress and results achieved.
- Classify and summarize client financial data to compile and enter in client's financial records
- Assist with special projects or tasks related to departmental functions upon request.
- Review billing statements for accuracy prior to submitting them for payment processing.
- Sort and distribute incoming faxes, letters and emails for office distribution.
- Respond to customer issues to provide immediate resolution and improve retention.
Education
Associate of Applied Science - Graphic Design
Ivy Tech Community College
Fort Wayne, IN05-2015
Skills
- Business Correspondence
- Report Generation
- Accounting expertise
- Office Management
- Client Relationship Building
- Policy Development
- Compliance Monitoring
- Data Entry
- Time Management
- Multitasking
- Problem-solving abilities
- Handling Complaints
- Team Collaboration
Timeline
Branch Office Administrator
Edward Jones
03.2018 - Current
Associate of Applied Science - Graphic Design
Ivy Tech Community College