Jamie Hilliard
Bethalto,IL
Summary
Efficiency-driven Branch Office Administrator with diligent approach to handling financial, employee and office records. Respectful and well-spoken with team members, managers and customers. Smoothly coordinate teams and supplies to accomplish daily office goals.
Overview
16
16
years of professional experience
Work History
On Call Branch Office Administrator
Edward Jones
Lebanon, IL
03.2024 - Current
- Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
- Replenished office supplies, placing new orders for restocking to maintain inventory.
- Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
- Automated office operations by managing client correspondence and data communications.
- Processed financial documents, contracts, expense reports and invoices.
- Checked figures, postings and documents for correct entry, mathematical accuracy and proper codes.
- Collaborated with administrative support to oversee calendars and prioritize meetings and appointments.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Resolved customer complaints or answered customers' questions.
- Maintained positive working relationship with fellow staff and management.
- Identified needs of customers promptly and efficiently.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Monitored operations and reviewed records and metrics to understand company performance.
- Exercised versatility in fast-paced, agile work environments.
- Participated in ongoing training and compliance activities.
Trust Family Office Ops Specialist
Parkside Financial
Clayton, MO
07.2023 - 02.2024
- Exercised versatility in fast-paced, agile work environments.
- Managed and resolved incidents according to service agreements.
- Identified opportunities to enhance specialization resulting in increased efficiency.
- Supervised dynamic external partner project collaborations.
- Identified needs of customers promptly and efficiently.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Monitored operations and reviewed records and metrics to understand company performance.
Senior Branch Office Administrator
Edward Jones
Lebanon, IL
08.2008 - 07.2023
- Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
- Replenished office supplies, placing new orders for restocking to maintain inventory.
- Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
- Automated office operations by managing client correspondence and data communications.
- Processed financial documents, contracts, expense reports and invoices.
- Checked figures, postings and documents for correct entry, mathematical accuracy and proper codes.
- Collaborated with administrative support to oversee calendars and prioritize meetings and appointments.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Resolved customer complaints or answered customers' questions.
- Maintained positive working relationship with fellow staff and management.
- Identified needs of customers promptly and efficiently.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Monitored operations and reviewed records and metrics to understand company performance.
- Exercised versatility in fast-paced, agile work environments.
- Participated in ongoing training and compliance activities.
Education
High School Diploma -
Civic Memorial High School
Bethalto, IL05.1991
Skills
- Decision Making
- Schedule Coordination
- Multitasking and Organization
- Appointment Scheduling
- Relationship Building
- Complex Problem Solving
- Regulatory Compliance
- Customer Service
- Time Management
- Attention to Detail
- Documentation and Recordkeeping
- Phone and Email Etiquette
Timeline
On Call Branch Office Administrator
Edward Jones
03.2024 - Current
Trust Family Office Ops Specialist
Parkside Financial
07.2023 - 02.2024
Senior Branch Office Administrator
Edward Jones
08.2008 - 07.2023
High School Diploma -
Civic Memorial High School