Darla Sherrier
Farmington,NY
Summary
Motivated Senior Branch Administrator with 18 years of experience offering office support in Financial industry. Energetic and reputable individual possessing strong work ethic, professional demeanor and superb initiative. Exceptional customer service and decision-making skills. Respectful and well-spoken with team members, managers and customers. Smoothly coordinate teams and supplies to accomplish daily office goals.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Senior Branch Office Administrator
Edwards Jones Investments
Canandaigua, NY
10.2010 - Current
Daily office operations includes overseeing appointment setting and schedules, and processing deposits and transactions.
The BOA is typically the voice clients hear when they call on the phone and the first face they see when they walk in the door. They’re often first to hear of major life events, such as weddings, family loss and births. New jobs and retirement plans. When clients have questions, the financial advisor depends on the BOA to offer a timely response.
BOA updates prospect and client data records, executes direct mail programs, assists with planning seminars, and makes follow-up phone calls to set or confirm appointments
BOA is the right hand person for the financial advisor.
Education
Associate of Applied Science - Office Technology/Legal
Monroe Community College
Rochester, NY05-2003
Skills
- Office Administration
- Report Preparation
- Meeting facilitation
- Human Resources Management
- Staff Training and Development
- Scheduling and Planning
- Document Management
- Scheduling
- Office Supply Management
- Administrative Support
- Mail handling
- Document Scanning
- Database entry
Certification
- Certified Notary
Timeline
Senior Branch Office Administrator
Edwards Jones Investments
10.2010 - Current
Associate of Applied Science - Office Technology/Legal
Monroe Community College