Jean Barry
Succasunna
Summary
Self-motivated professional known for a friendly demeanor and adaptability. Expertise in providing support to teams while managing day-to-day operations, focused on enhancing overall efficiency and fostering a positive work environment.
Overview
37
37
years of professional experience
Work History
Senior Branch Administrator
Wells Fargo Advisors
Bedminster, NJ
11.1988 - 05.2025
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Registered Client Associate
Wells Fargo Advisors
Various Branches
11.1988 - 05.2025
- Managed client account information and maintained accurate records in CRM systems.
- Assisted financial advisors in preparing client presentations and investment proposals.
- Coordinated communication between clients and advisors to ensure timely responses to inquiries.
- Streamlined onboarding processes for new clients, enhancing overall client experience.
Education
Business
County College of Morris
Randolph Township, NJSeries 7 And Series 66 FINRA Requirements
Security And Exchange Commission Courses
Skills
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
- Attention to detail
Timeline
Senior Branch Administrator
Wells Fargo Advisors
11.1988 - 05.2025
Registered Client Associate
Wells Fargo Advisors
11.1988 - 05.2025
Business
County College of Morris
Series 7 And Series 66 FINRA Requirements
Security And Exchange Commission Courses