Dawn Maise
Aberdeen,NC
Summary
Administrative Assistant with extensive experience at Edward Jones, recognized for exceptional customer service and analytical skills. Improved client satisfaction through effective account management and operational efficiency. Skilled in Microsoft Office and Salesforce, with a strong focus on detail and adaptability in high-pressure settings.
Overview
15
15
years of professional experience
Work History
Administrative Assistant
Edward Jones
07.2012 - Current
- Maintained confidentiality of sensitive information through strict adherence to privacy policies
- Created proactive client/prospect contact management system
- Processed trade confirmations
- Discussed financial statements with clients
- Opened and closed qualified and non qualified accounts
- Researched cost basis for clients' tax needs
- Facilitated and processed transfer/rollover IRA/401K paperwork
- Delivered exceptional personal service by promptly addressing inquiries and creating a solution or plan of action
- Ensured thorough record-keeping on client profiles for efficient task tracking and follow-up actions
- Streamlined office operations by organizing filing systems, managing the appointment calendar, and prioritizing projects
- Facilitated swift resolution of customers' needs via email, phone or face to face interactions, enhancing satisfaction ratings
- Prepared appointments for financial advisor by reviewing clients' profile, identifying and gathering missing account information then preparing portfolios and necessary documents
- Monitored inventory levels of office supplies with automated reminders and timely ordering. Processed branch expenses
- Identified and implemented standard procedures to enhance accuracy and efficiency in service delivery and client satisfaction
Bank Teller
Superior National Bank
01.2010 - 07.2012
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Strengthened relationships with customers by delivering friendly, personalized service during every interaction.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Maintained strict confidentiality of customer information, adhering to industry best practices for data security and privacy.
- Processed applications for new accounts.
Education
BBA - Business Administration
Eastern Michigan University
Ypsilanti, MISkills
- Customer service
- Computer skills
- Excellent communication
- Microsoft office
- Critical thinking
- Self motivation
- Excel spreadsheets
- Salesforce proficiency
- Analytical thinking
- Scheduling and calendar management
- Adaptability
- Inventory control
- Marketing support
- Teamwork
- Problem-solving
- Attention to detail
- Entrepreneurial personality
- Direct sales
Timeline
Administrative Assistant
Edward Jones
07.2012 - Current
Bank Teller
Superior National Bank
01.2010 - 07.2012
BBA - Business Administration
Eastern Michigan University
Similar Profiles
Jack PutnamJack Putnam
Financial Advisor at Edward JonesFinancial Advisor at Edward Jones
Evelyn JordanEvelyn Jordan
Financial Advisor at Edward JonesFinancial Advisor at Edward Jones
Connor JuelfsConnor Juelfs
Project Coordinator at Edward JonesProject Coordinator at Edward Jones
Drew StineDrew Stine
RDP at Edward JonesRDP at Edward Jones
Kaimar CoxKaimar Cox
Business Owner/Operator at House of Dank Smoke ShopBusiness Owner/Operator at House of Dank Smoke Shop