Emily Rodarte
Clinton
Summary
Professional with strong background in financial advisory services, demonstrating solid analytical skills and keen understanding of financial planning and investment strategies. Proven ability to collaborate effectively within team, adapting to changing needs while consistently delivering results. Utilizes effective communication skills to build and maintain strong client relationships and provide ongoing service. Reliable and adaptable, known for contributing to team goals and maintaining high standards of professionalism.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Office Manager
Raymond James
03.2023 - Current
- Ensured clients were being provided exceptional complete wealth management, including investments, banking, and insurance, as well as coordinating with CPAs and attorneys.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Developed comprehensive standard operating procedures and guidelines, contributing to a well-organized workplace culture.
- Supported senior advisors during client presentations by preparing relevant materials and providing insightful analysis of proposed strategies.
- Managed client accounts efficiently, processing transactions and trades accurately and in a timely manner.
- Assisted senior advisors in managing high-net-worth accounts, ensuring optimal portfolio performance for clients.
- Strengthened client relationships with regular follow-up meetings and consistent communication regarding their investment portfolios.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Registered Branch Associate
Edward Jones
04.2012 - 03.2023
- Managed client accounts efficiently, processing transactions and trades accurately and in a timely manner.
- Facilitated new client onboarding process and investment account setup.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives, including investments, banking, and insurance needs.
- Assisted financial advisor in managing high-net-worth accounts, ensuring optimal portfolio performance for clients.
- Strengthened client relationships with regular follow-up meetings and consistent communication.
- Created and continually updated Standard Operating Procedures to help the branch run more efficiently.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Medical Transcriptionist
Self-Employed
04.2005 - 04.2012
- Accurately documented medical dictation to record patient care records.
- Maintained high levels of confidentiality with sensitive patient information following HIPAA guidelines.
- Enhanced accuracy of medical records by transcribing detailed physician dictations.
- Reduced errors in medical reports by reviewing, editing, and proofreading transcripts for clarity and consistency.
- Applied medical terminology related to provider-specific treatments and techniques.
Education
Bachelor of Science - Business
Western Governors University
Salt Lake City, UT03-2020
Skills
- Organizational skills
- Process improvement
- Conflict resolution
- Ethical judgment
- Retirement needs
- Problem-solving
- Insurance product knowledge
- Office management
- Clear oral/written communication
- Relationship building and management
- Analytical thinking
- Client relations
Certification
Licenses include Series 7 and Series 66
Awards
Edward Jones Drucker Council Qualifier multiple years
Edward Jones BOA Managing Partner's Conference Qualifier multiple years
Top Customer Service Excellence Branch Score in our Region every year I was employed at Edward Jones
Timeline
Office Manager
Raymond James
03.2023 - Current
Registered Branch Associate
Edward Jones
04.2012 - 03.2023
Medical Transcriptionist
Self-Employed
04.2005 - 04.2012
Bachelor of Science - Business
Western Governors University
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