Donna Campisano
Attleboro,MA
Summary
Experienced Branch Office Administrator experienced in assisting with serving customer needs while keeping office operations moving efficiently. Organized and insightful manager with adaptable approach to challenges and exceptional critical thinking abilities. Exceptional leadership, problem solving, communication and team building skills.
Overview
24
24
years of professional experience
Work History
Branch Office Administrator
Edward Jones Investment Firm
Walpole , MA
2021.08 - Current
- Three years experience as a BOA for a very successful, fast paced, Level 7 branch in Walpole, MA
- Managed the FA's schedule of activities and annual reviews
- Prioritize and process incoming checks, IRA contributions transmittals, wires, Electronic Fund Transfers, following all through to completion
- Organized Zoom meetings for Financial Advisor and coordinated availability with clients
- Deeply serve clients asking probing questions for opportunities, answer phones, voicemails, emails, compliance alerts, problem solve, analyze data, follow through to completion: To Do's, scanning and with outstanding paperwork, exhibit proficiency and organization
- Ensured the Financial Advisor licenses were up to date by state by year end
- Maintained office supplies and equipment to support branch productivity
Purchasing Agent
Staples,Inc
Framingham , MA
2011.05 - 2020.06
- Maintained effective and lasting vendor relationships through dynamic communication, collaboration and questioning skills
- Accepted and processed furniture requests from sales representatives, and placed orders per procedures
- Searched for hard to find items and found high quality, reliable vendors
- Researched new vendors and partners to obtain most cost-effective pricing for customer orders
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
- Used critical thinking to break down problems, evaluate solutions and make decisions
- Demonstrated respect, friendliness and willingness to help wherever needed
- Maintained documentation for all purchase orders
Buyer
Staples,Inc
Framingham , MA
2000.02 - 2011.04
- Negotiated pricing and delivery terms with suppliers.
- Reviewed purchase orders, contracts and invoices to ensure accuracy.
- Monitored inventory levels to ensure availability of products for customers.
- Developed relationships with vendors to secure better prices and payment terms.
- Researched potential new suppliers in order to find the best value for goods and services.
- Resolved any discrepancies between purchase orders and actual receipts of goods or services.
Education
High School Diploma -
Norwood High School
Norwood, MA1979-05
Skills
- Detailed and Team oriented
- Strong communication skills
- Multi tasking
- Self-starter, motivative and success driven
- Problem solving
- Salesforce
- One Note
- Microsoft Office Suite
- Moneyguide
- Excel
Affiliations
- Cyclist: Participate in fund raiser rides for Multiple Sclerosis. I would train for 3 months to be able to complete a 180 mile ride in two days.
Timeline
Branch Office Administrator
Edward Jones Investment Firm
2021.08 - Current
Purchasing Agent
Staples,Inc
2011.05 - 2020.06
Buyer
Staples,Inc
2000.02 - 2011.04
High School Diploma -
Norwood High School
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