Job Search Status
Open to workDesired start date: 2 weeks notice
Desired Job Title
Registered Client Associates Branch AdministratorWork Type
Full TimeLocation Preference
On-SiteLocation: Succasunna, NJ, USMorristown, NJ
Open to relocation: No
Open To Work
Jean Barry
Branch Administrator
Succasunna,NJ
Work Preference
Summary
Dedicated professional with extensive experience in administrative support and customer service. Skilled in problem-solving and effective communication, consistently delivering exceptional service and creating positive first impressions with clients. Also worked as a Senior Registered Client Associate for Financial Advisors.
Overview
37
37
years of professional experience
Work History
Branch Administrator
Wells Fargo Advisors
Bedminster, NJ
04.2022 - 05.2025
- Managed daily branch operations to ensure efficient service delivery and compliance with company policies.
- Oversaw administrative tasks, streamlining document management and record keeping processes.
- Handled customer inquiries regarding account balances, payments, returns. via telephone or email promptly and professionally.
- Responded to incoming customer phone calls, providing assistance and information about available products and services.
- Created a positive first impression for clients and visitors arriving at the branch.
- Provided administrative support to the Branch Manager and other staff members.
Registered Client Associates
Wells Fargo Advisors
Morristown , NJ
11.1988 - 04.2022
- Facilitated new client onboarding process and investment account setup.
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Assisted clients with financial planning to meet financial goals.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Documented security transactions such as purchases, sales and conversions to create in-depth database of clients and transactions completed.
Education
Business Courses
County College of Morris
Randolph Township, NJSkills
- Administrative support
- Office management
- Scheduling appointments
- Customer service
- Problem solving
- Verbal/written communication
- People-oriented
Certification
FINRA required courses Series 7 and Series 66.
Timeline
Branch Administrator
Wells Fargo Advisors
04.2022 - 05.2025
Registered Client Associates
Wells Fargo Advisors
11.1988 - 04.2022
Business Courses
County College of Morris