Heather McReynolds
St. Louis,MO
Summary
Looking to utilize my passion for serving clients through a new role in the financial or educational industry. Seasoned Branch Office Administrator with proven ability to adapt to quickly to dynamic environments. Bringing over 3 years of financial experience and many more years of solid customer service. At this time, I am ready for a new challenge in professional and executive settings. As an assistant or a skilled member of a financial team or department. Enjoyed being a part of a competitive region for three years at Edward Jones. Deeply contributing to obtaining consistent, high profits within our branch month after month. Now eager to contribute to new team's success and further develop professional, financial and service skills. Considering testing for Series 7 and 66 to add to my skills for continuous learning and growth.
Overview
27
27
years of professional experience
Work History
Branch Office Administrator
Edward Jones
01.2022 - 04.2025
- Team member for a local Financial Advisor's office
- Deliver quality, personalized and continuous care of the needs of the office and clients
- Coordinates meetings, calendars, trainings, social and regional events for the office.
- Gather and prepare documentation for financial planning meetings
- Assist with timely and accurate completion of new account openings, cash/stock transfers, and many other transactional requests for branch team and clients.
- Respond to clients concerns and needs using company procedures. While seeking team support, if escalation is needed
- Interacting with Edward Jones interface and the constant changes within the industry and firm.
Cardiology Tech and Personal Trainer
Mid America Heart & Pilates and Custom Fitness
09.2013 - 12.2021
- Several years of work as a Clinical Nuclear Technician at Mid-America Heart Institute
- Internships with D1 athletes & AHA/NIH Research Labs
- Energized and motivated clients, while supporting their individual goals
- Plan strength classes, send weekly correspondence to clients: new trends, injury prevention, educational and motivational
- Designed workouts for a wide range of clients from seniors, athletes, to beginning teens.
- Administrative roles when needed, including: scheduling, budgets, billing, cleaning, and receiving and responding to phone calls, texts and emails
Personal Trainer and Group Fitness Instructor
Kirkwood YMCA
01.2012 - 01.2016
- Personal training clients and hosting group weight room classes
- Teaching numerous classes such as Y Strength, Tabata, Bells & Balls, and Boot Camp
Clinical Nuclear Technician
Cardiovascular Consultants at Mid-America Heart Institute
02.2001 - 11.2003
- Prepared cardiovascular patients for stress testing, both treadmill and pharmacological-based
- Assisted with patient recovery, chart review, EKG monitoring, education, and follow-up
Cardiac Rehabilitation Internship
10.2000 - 01.2001
Strength and Conditioning Intern
University of Kansas Athletic Department
08.2000 - 10.2000
- Assisted KU Strength Coach with workout programs for men's and women's athletic teams
AHA/NIH Research Assistant
University of Kansas
08.1998 - 08.2000
- Worked under Dr
- Jeffery Potteiger and Dr
- Dennis Jacobsen
- Assisted study participants during exercise evaluations
- Administered physical tests, collected and entered data for exercise studies
Education
Bachelor of Science - Exercise Science
University of Kansas
Lawrence, KS12.2000
Skills
- Solid understanding of the financial industry Future-focused on increasing knowledge of emerging industry trends
- Developing long lasting relationships with clients by connecting on a more personal level Listening for opportunities and what means most to them
- Manage a wide range of tasks and priorities with deadline driven environment
- Strong organizational, planning and time management skills
- Working collaboratively and independently Dedicated branch team member
- Solving diverse and complex tasks with multiple steps and systems
- Strong critical thinker, independent, analytical and problem solver
- Proficiency in many software tools including, MS software, Outlook, Google Tools, Mobile apps, Salesforce and more
Timeline
Branch Office Administrator
Edward Jones
01.2022 - 04.2025
Cardiology Tech and Personal Trainer
Mid America Heart & Pilates and Custom Fitness
09.2013 - 12.2021
Personal Trainer and Group Fitness Instructor
Kirkwood YMCA
01.2012 - 01.2016
Clinical Nuclear Technician
Cardiovascular Consultants at Mid-America Heart Institute
02.2001 - 11.2003
Cardiac Rehabilitation Internship
10.2000 - 01.2001
Strength and Conditioning Intern
University of Kansas Athletic Department
08.2000 - 10.2000
AHA/NIH Research Assistant
University of Kansas
08.1998 - 08.2000
Bachelor of Science - Exercise Science
University of Kansas
Similar Profiles
Jessica MendietaJessica Mendieta
Operations Generalist at EDWARD JONESOperations Generalist at EDWARD JONES
Margarita NalisnaMargarita Nalisna
Branch Office Administrator at Edward JonesBranch Office Administrator at Edward Jones
Sherry MagnessSherry Magness
Branch Support & Data Specialist at Edward JonesBranch Support & Data Specialist at Edward Jones
Daniel DiLisio JrDaniel DiLisio Jr
On-Call Branch Office Administrator at Edward JonesOn-Call Branch Office Administrator at Edward Jones
Shaunna WadeShaunna Wade
IT Service Operations Analyst at BJC HealthCareIT Service Operations Analyst at BJC HealthCare