Branch Office Administrator American Express Financial Advisors Inc.
Houston, TX
01.1997 - 05.2004
Assisted financial advisor candidates through licensing and regulatory process.
Maintained office supplies and equipment to support team productivity.
Composed professional business correspondence, emails, meetings notes and other documents.
Managed maintenance of facility and grounds.
Collaborated with other supervisors to coordinate activities of individual team members and departments.
Delegated tasks to administrative support staff to organize and improve office efficiency.
Mentored employees on proper administrative procedures keeping operations consistent and efficient.
Organized spaces, materials and catering support for internal and client-focused meetings.
Developed and implemented office management procedures to increase training and sales team productivity and accuracy.
Implemented legal guidelines according to NASD compliance standards to minimize regulatory risks and liability.
Provided Notary services to clients and staff.
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