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.