Dawn Tagtmeier
Mundelein,IL
Summary
Dedicated professional specializing in client communication and scheduling optimization. Proven track record of enhancing client relationships and streamlining office processes. Actively involved in regional compliance leadership and community impact initiatives.
Overview
30
30
years of professional experience
Work History
Branch Office Administrator
Edward Jones
Gurnee, Illinois
01.2024 - Current
- Assisted financial advisors with client documentation and compliance tasks.
- Facilitated effective communication between clients and financial advisors to enhance client relationships.
- Coordinated client appointments to optimize schedules for financial advisors.
- Developed and maintained filing systems for client records and correspondence.
- Managed office supplies inventory and streamlined ordering process to ensure availability.
Office Administrator
The Imagine Group
Grayslake, Illinois
02.1996 - 01.2024
- Coordinated schedules and appointments for team members to optimize time management.
- Implemented office procedures to enhance workflow and productivity standards.
- Trained junior staff on administrative tasks and office protocols to enhance team efficiency.
- Assisted in onboarding new employees by preparing materials that facilitated quicker integration.
- Answered incoming calls in a professional manner and directed callers to appropriate personnel or department.
- Welcomed visitors at office entrance, ensuring a positive first impression.
Education
Some College (No Degree) - Health Information Management
College of Lake County
Grayslake, ILSkills
- Client relationship management
- Client communication
- Scheduling optimization and office management
- Scheduling coordination
- Client documentation and record maintenance
- Document management
- Compliance management
Affiliations
I am an active member of the Mundelein Police Community Alumni Association.
Completed CERT training Fremont Township.
Completed CERT training Fremont Township.
Timeline
Branch Office Administrator
Edward Jones
01.2024 - Current
Office Administrator
The Imagine Group
02.1996 - 01.2024
Some College (No Degree) - Health Information Management
College of Lake County