Ellen Russell
Charleston,SC
Summary
Reliable Financial professional offering 25 years handling complex transactions in fast-paced settings. Personable and detail-oriented with commitment to accuracy and customer satisfaction.
Overview
26
26
years of professional experience
1
1
Certification
1
1
Language
Work History
FPQP® (Financial Paraplanner)
Edward Jones Investments
07.2023 - Current
- Ensured compliance with regulatory requirements by staying current on industry rules, regulations, and standards.
- Attended training courses to further knowledge and maximize understanding of current trends and strategies in financial planning.
Senior Branch Office Administrator
Edward Jones Investments
06.2016 - Current
- Coordinated community outreach efforts, enhancing the company''s local presence and reputation for corporate responsibility.
- Fostered strong relationships with clients, leading to increased loyalty and repeat business.
- Built highly-efficient administrative team through ongoing coaching and professional development opportunities.
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
- Enhanced customer satisfaction with personalized service and prompt resolution of issues.
Senior Branch Office Administrator
Edward Jones Investments
09.1998 - 06.2016
- Increased branch efficiency by streamlining office processes and implementing time-saving strategies.
- Fostered strong relationships with clients, leading to increased loyalty and repeat business.
- Enhanced customer satisfaction with personalized service and prompt resolution of issues.
- Managed daily operations for a successful branch, ensuring smooth workflows and optimal team performance.
Education
Fashion Illustration
The Art Institute of Atlanta
Atlanta, GASkills
- Strong Communication Skills
- Strategic Thinking
- Effective Time Management
- Continuous learning mindset
Accomplishments
* 4 time BOA Managing Partner Conference Qualifier
*2021 recipient of the prestigious "Spirit of Caring" Ted Jones Award
* Regional Coordinator for Habitat for Humanity
Certification
FPQP® Financial Paraplanner Qualified Professional
Languages
Spanish
Limited Working
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Interests
Active team member of DragonBoat Charleston
Timeline
FPQP® (Financial Paraplanner)
Edward Jones Investments
07.2023 - Current
Senior Branch Office Administrator
Edward Jones Investments
06.2016 - Current
Senior Branch Office Administrator
Edward Jones Investments
09.1998 - 06.2016
Fashion Illustration
The Art Institute of Atlanta
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