Isabel Graves

Branch Office Administrator

Edward Jones Investments

Glendale , AZ

01.1999 - 12.2009

Delivered operational support, client service, and document management.
Managed office workflow and maintained compliance with financial regulations.
Organized meetings and conferences, including scheduling of resources, venues, catering, travel arrangements and agendas.
Managed calendar schedules for senior managers to coordinate appointments and meetings.
Managed office supplies inventory and placed orders when necessary.
Processed invoices, payments and other financial transactions accurately.
Developed and implemented office policies and procedures to ensure efficient operations.
Analyzed data from various sources to generate meaningful reports for management review.
Prepared monthly expense reports detailing costs associated with running a branch office.
Provided administrative support to the team including preparing documents, reports, presentations and correspondence.
Handled customer inquiries promptly via telephone or email.
Greeted clients warmly upon their arrival at the office and provided assistance when needed.
Created, maintained and updated filing systems for records management in accordance with company standards.
Adhered strictly to safety protocols when using equipment in the office environment.
Assisted with training new employees on company policies and procedures relevant to their roles.
Coordinated travel arrangements for staff members attending off-site meetings or events.
Ordered office supplies as needed ensuring cost effectiveness and availability of stock items.
Provided technical assistance related to computer hardware and software issues in the workplace.
Organized meetings, events, conferences and travel arrangements for staff members.
Answered customer questions, researched issues, and directed visitors to correct office personnel.
Produced letters, meeting notes, presentations, spreadsheets and other records.
Generated invoices, processed checks and updated accounts.
Kept office supplies stocked and equipment in good working order.
Maintained office supplies and equipment to support team productivity.
Composed professional business correspondence, emails, meetings notes and other documents.
Managed accounting functions such as invoicing customers, writing checks and reconciling accounts.
Developed and implemented marketing plans, special promotions and customer relations events.
Consulted with customers to resolve basic issues or direct to correct staff member.
Assisted front-line staff with handling difficulties, resolving problems and managing large transactions.
Oversaw opening and closing of branch and monitored overdrafts, wire transfers, collections and stop payment orders.
Executed extensive variety of customer transactions according to institutional policy and procedures.
Delegated tasks to administrative support staff to organize and improve office efficiency.
Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
Improved office operations by automating client correspondence, record tracking and data communications.
Organized spaces, materials and catering support for internal and client-focused meetings.
Monitored front areas so that questions could be promptly addressed.

Overview

Work History

Mobile Home Leasing Agent

Branch Office Administrator

Education

High School Diploma -

Skills

Websites

Languages

Certification

Work Preference

Work Type

Location Preference

References

Timeline

Mobile Home Leasing Agent

Branch Office Administrator

High School Diploma -

Similar Profiles

Joel RodriguezJoel Rodriguez

JOEL RODRIGUEZJOEL RODRIGUEZ

Faigy TeitelbaumFaigy Teitelbaum

Rebeca PiñaRebeca Piña

Pilar PerryPilar Perry