Denise Meschke
Edward Jones
Dumas,TX
46
years of professional experience
Detail-oriented Branch Office Administrator with a proven track record in scheduling, client management, and maintaining confidentiality. Committed to enhancing office operations and delivering exceptional customer service.
Work History
Branch Office Administrator
7 Years 4 Months- Coordinated appointment scheduling, ensuring optimal time management for advisors and clients.
- Take care of clients finance needs
Office Manager
38 Years- Streamlined office operations to enhance workflow efficiency and reduce administrative bottlenecks.
- Supervised bookkeeping tasks, maintaining accuracy in financial records and reports.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Enhanced office operational efficiency by streamlining filing systems, resulting in easier access to critical documents.
- Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
- Streamlined document handling and processing, reducing turnaround time for client inquiries and requests.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Completed bi-weekly payroll for 50 employees.
Education
High School Diploma
Skills
Scheduling appointments
Office management
Telephone reception
Operations management
Document preparation
Document scanning
Payroll
Word processing
Accounting expertise
Setting up appointments
Account and client management
Phone and email etiquette
Multitasking and organization
Microsoft office
Documentation and recordkeeping
Data entry
Scheduling and calendar management
Appointment scheduling
MS office suite
Timeline
Branch Office Administrator
Edward Jones
03.2019 - CurrentRead More
Office Manager
E Jordan Mills, CPA
09.1980 - 09.2018Read More
Dumas High School
High School Diploma
Read More