Jacqueline Hall
Roanoke,VA
Summary
Dynamic Senior Branch Office Administrator at Edward Jones with expertise in scheduling and office administration. Enhanced operational efficiency through streamlined processes and staff training, resulting in improved client satisfaction. Proficient in document management and fostering strong team collaboration, contributing to a positive work environment and increased loyalty.
Overview
35
35
years of professional experience
Work History
Senior Branch Office Administrator
Edward Jones
08.2008 - Current
- Supported daily office operations by managing scheduling and coordinating meetings for staff and clients.
- Assisted in maintaining efficient workflow by organizing documents and managing office supplies.
- Facilitated communication between team members and clients to enhance collaboration and service delivery.
- Learned to utilize office management software to streamline administrative processes effectively.
- Adapted quickly to new technologies, contributing to improved data management practices within the branch.
- Provided support during audits by preparing necessary documentation and ensuring compliance with policies.
- Improved client satisfaction through prompt response to inquiries and resolution of issues as needed.
- Reduced overhead costs through careful budget management and resource allocation.
- Ensured regulatory compliance by staying current on industry standards and implementing appropriate policies and procedures.
- Increased branch efficiency by streamlining office processes and implementing time-saving strategies.
- Fostered strong relationships with clients, leading to increased loyalty and repeat business.
- Managed daily operations for a successful branch, ensuring smooth workflows and optimal team performance.
- Enhanced customer satisfaction with personalized service and prompt resolution of issues.
- Cultivated a positive work environment through employee recognition programs and morale-boosting activities.
- Coordinated community outreach efforts, enhancing the company''s local presence and reputation for corporate responsibility.
- Streamlined communication channels between the branch office and headquarters, facilitating faster decision-making processes.
- Promoted collaboration within the team by organizing regular meetings, providing clear communication, and encouraging open dialogue among employees.
- Managed supervisor itinerary and appointments and streamlined scheduling procedures.
- Kept high average of performance evaluations.
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained electronic and paper filing systems for easy retrieval of information.
Senior Administrative Assistant
Wachovia Dealer Services
01.2003 - 06.2006
- Managed executive calendars, scheduling meetings and coordinating travel arrangements for senior leadership.
- Developed and implemented office procedures to enhance operational efficiency and streamline daily workflows.
- Prepared comprehensive reports and presentations using advanced Microsoft Office tools to support strategic initiatives.
- Served as primary point of contact for internal teams, fostering effective communication and collaboration across departments.
- Mentored junior administrative staff, providing guidance on best practices and enhancing team productivity.
- Arranged business travel details for company employees per supervisor requirements.
- Maintained personal schedule, professional calendar, and individual appointments for senior staff members.
- Improved team productivity by effectively coordinating schedules, meetings, and travel arrangements for senior executives.
- Managed sensitive information with utmost discretion to maintain confidentiality at all times.
- Contributed to a positive work environment by fostering strong working relationships with colleagues across departments.
- Prepared and distributed team-based communications to foster collaboration and enhance team morale.
Sales Associate
Wachovia Securities
01.2000 - 01.2003
- Developed and maintained strong customer relationships to enhance satisfaction and loyalty.
- Assisted in inventory management, ensuring stock levels met demand and minimizing shortages.
- Trained new associates on sales techniques and product knowledge, fostering team performance.
- Collaborated with management to implement promotional strategies that increased foot traffic.
- Built relationships with customers to encourage repeat business.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
Travel Agent and Office Manager
ITG Travel International Travel Group
06.1990 - 01.2000
- Developed customized travel itineraries based on client preferences and budget constraints.
- Cultivated relationships with airlines, hotels, and local vendors to enhance service offerings.
- Resolved customer issues promptly, ensuring satisfaction and repeat business.
- Streamlined booking processes through implementation of new software tools for efficiency.
- Mentored junior agents in destination knowledge and customer service best practices.
- Coordinated group travel arrangements for corporate clients, enhancing overall experience and logistics.
- Arranged travel accommodations for groups, couples, executives, and special needs clients.
- Designed personalized vacation experiences based on thorough understanding of each client''s interests, budget constraints, and desired outcomes.
- Provided customers with best deals and well-researched travel options, successfully negotiating rates while improving customer satisfaction ratings.
- Streamlined booking processes for improved efficiency and reduced wait times for customers.
- Followed up with customers to increase customer service with travel plans.
- Managed complex itinerary changes due to unforeseen circumstances without sacrificing customer satisfaction or incurring unnecessary expenses.
- Supervised payments via credit and debit cards and handled sensitive information with professionalism and discreteness.
- Organized group tours, coordinating logistics and accommodations to ensure a smooth experience for all participants.
- Developed strong relationships with vendors to secure best rates and amenities for clients.
- Offered comprehensive travel insurance options, ensuring clients were well-informed and protected.
- Kept abreast of global travel advisories and communicated relevant updates to clients, ensuring their safety and well-being.
Education
Business Marketing
College of The Albemarle
Elizabeth City NC Bachelor of Science - Business Marketing
ECSU
Elizabeth City NC High School Diploma -
Perquimans County High School
Hertford, NC06-1982
Skills
- Scheduling and planning
- Office administration
- Staff training and development
- Document management
Accomplishments
Sr. Branch Office administrator Mentor for new hires for numerous years which I have been awarded the "spirit of caring award" by my peers
Achieved high levels for my branch through effectively onboarding clients professionally and efficiently
Collaborated with the office team to set expectations and set SOP's
Awarded numerous earned conference trips for performance including BOA Managing Partners and Impact Conferences
I earned BOA Managing Partners
Languages
English
Full Professional
Interests
- Music
- Enjoy hobbies that combine physical activity with outdoor exploration
- Engaging in food photography and sharing culinary creations on social media
- Reading
- Gardening
- I enjoy helping others and giving back to the community
- Exploring famous landmarks, historical sites, and cultural attractions in a new destination
- Documenting and sharing travel experiences
- Offering time and support to shelters for the homeless, women, and animals
- Fundraising Events
- Hiking
- Dancing
- Watching Movies and TV Shows
- Wine Tasting
- Fashion and Style
- Food Photography
- Interior Design
- Photography
- Participating in various activities, including Motorcycle Riding
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteImportant To Me
Work-life balanceCompany CultureFlexible work hoursHealthcare benefitsWork from home optionPaid time offPaid sick leave401k match4-day work weekTimeline
Senior Branch Office Administrator
Edward Jones
08.2008 - Current
Senior Administrative Assistant
Wachovia Dealer Services
01.2003 - 06.2006
Sales Associate
Wachovia Securities
01.2000 - 01.2003
Travel Agent and Office Manager
ITG Travel International Travel Group
06.1990 - 01.2000
Business Marketing
College of The Albemarle
Bachelor of Science - Business Marketing
ECSU
High School Diploma -
Perquimans County High School