Jennifer Paukner
Wisconsin Rapids,Wisconsin
Summary
Results Driven Business and Administration Professional experienced in optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Hard working and passionate individual who works effectively with cross-functional teams ensuring operational and service excellence.
Overview
23
23
years of professional experience
Work History
Senior Branch Office Administrator
Edward Jones
09.2014 - Current
- Within the branch, coordinating with financial advisors, clients and home office partners to deliver the ideal client experience
- Administrative tasks associated with regular office operations, including scheduling, maintaining all aspects of correct and accurate documentation, addressing and resolving complex client needs, including but not limited to estates, annuities, life insurance and trusts, all while maintaining industry standards of confidentiality and conduct
- Within Regional market stood up and coached a peer-to-peer Professional Ongoing Development groups; trained the second generation of Coaches to continue the project forward
- Competitively selected for the 2023 Client Support Team Residency program as one of nine individuals chosen to represent 20,000 peers and provide the viewpoint of the field associates and branches to our home office counterparts
- Represented multiple viewpoints and presented clear and succinct information based on newly acquired or obtained scenarios and data
- These opinions and feedback were used as a litmus test and evaluation step for new and evolving ideas, initiatives, projects and procedures impacting the firm
- As part of Residency, selected to present a new firm wide initiative via video and leveraged networking to promote the initiative and gain buy in and adoption
- Facilitated bringing new knowledge and perspectives back to the region, surrounding regions, and market, while promoting and leveraging the Residency experience
- Presented an enterprise level, forward thinking Capstone presentation on the importance of recognition in the CST role
- This lead to one idea being adopted and implemented across the firm for CSTs
- Selected as one of two residency members to remain with the Residency for a second year; Mentor for the 2024 Cohort One Residents
- Mentor tasks included developing and customizing existing training to facilitate professional development of the new Residents, mentoring the Cohort 2 Group Mentor that onboarded mid-year, running zoom sessions, communication of ongoing goals, facilitated development, refinement and presentation of the Cohort 1 Capstone Project
- General ongoing team building activities
- Created an established process for future Residency groups with regard to onboarding, self-reflection, growth, accountability and general administration of the Residency Group by the Mentor
- Continued to leverage the Residency experience and bring knowledge and information back to market, region, and surrounding markets
- Based on regional and firm participation, selected to attend the 2024 CST Signature Experience 'Unlock Your Potential' event in St
- Louis
- To drive enthusiasm and product knowledge for the Signature Experience, Conducted and participated in regional meeting and events
- Designed and presented a three part CST Leadership Development Series for Market 29
- This included combining information from different conferences, firm material and experiences - e.g
- Pinnacle, Associate and Leader Behaviors, and personal experience
- This was structured to guide CSTs on their future role within the firm, and help CSTs create their own development plan
- Managed daily operations for a successful branch, ensuring smooth workflows and optimal team performance.
- Increased branch efficiency by streamlining office processes and implementing time-saving strategies.
- Enhanced customer satisfaction with personalized service and prompt resolution of issues.
- Fostered strong relationships with clients, leading to increased loyalty and repeat business.
- Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
- Promoted collaboration within the team by organizing regular meetings, providing clear communication, and encouraging open dialogue among employees.
- Maintained electronic and paper filing systems for easy retrieval of information.
- Contributed to a positive work environment by fostering strong working relationships among colleagues.
- Reduced administrative errors by diligently proofreading office documents and maintaining accurate records.
- Safeguarded company information by maintaining strict confidentiality protocols and ensuring secure document storage practices.
Plans Officer
Clinton County Emergency Management Agency
04.2008 - 09.2014
- Iowa Certified Emergency Manager
- Creating, maintaining and updating County emergency plans, including evacuation and relocation plans, hazardous materials reporting, pandemic outbreak and mass casualty planning, as well as maintaining and running the Emergency Operations Center for Clinton County
- Coordinating and scheduling appointments, training and meetings
- Extensive presentation and training experience
- Payroll and accounts payable experience
- Data entry, creating new databases and recording minutes for meetings
- Answering inquiries about County emergency plans
- Managing and updating social media sources
- Recruiting, managing and retaining, Community Emergency Response Team & Therapy Dog Outreach Program volunteers
Party and Banquet Manager
Rastrelli’s Restaurant
09.2005 - 04.2008
- Running all aspects of a banquet facility and assisting in the day to day activities of running a restaurant
- Duties include, but not limited to, running events, supervising staff, event billing, scheduling, administrative duties, event contracts, revising menus, resolution of customer and staff complaints and issues, meeting with customers, taste testing, budgeting, cost analysis, marketing, and filing
Customer Service Team Lead
Kohl’s Department Stores
11.2001 - 09.2005
- Supported a team of Customer Service Representatives in assisting customers in varying areas, including credit card accounts, placing orders on Kohls.com and general feedback
- Handled escalated customer and store situations
- Provided ongoing training, coaching and continuing development and tracking of 10-30 representatives
- General clerical and administrative duties
Education
Master of Business Administration -
University of Arizona Global Campus
Bachelors of Business Administration - Emphasis in Management, Minor in Sociology
University of Wisconsin Green Bay
Skills
- Teamwork and Collaboration
- Problem-Solving
- Team Leadership
- Task Prioritization
- Meeting Facilitation
- Time Management
- Strategic Planning
- Administrative Support
- Schedule and Calendar Management
- Business Administration
- Spreadsheet Development
- Document Management
Timeline
Senior Branch Office Administrator
Edward Jones
09.2014 - Current
Plans Officer
Clinton County Emergency Management Agency
04.2008 - 09.2014
Party and Banquet Manager
Rastrelli’s Restaurant
09.2005 - 04.2008
Customer Service Team Lead
Kohl’s Department Stores
11.2001 - 09.2005
Master of Business Administration -
University of Arizona Global Campus
Bachelors of Business Administration - Emphasis in Management, Minor in Sociology
University of Wisconsin Green Bay
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