Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jennifer B. Francis

Orland Park,IL

Summary

Attentive to detail with experience in coordinating projects, programs and improvements.


Smoothly organize resources to keep teams efficient and achieve daily targets.

Experienced [Job Title] highly skilled at administering business needs. Possesses more than twenty years of experience coordinating operations needs and providing administrative support to improving team productivity.


Successful at assisting staff with duties beyond those assigned and always willing to pitch in and help.


Dynamic administrative professional and leader with twenty+ years of experience playing key role in attaining daily objectives and long-term goals across diverse office platforms.


Strongly committed to raising productivity and service quality via strategic planning and allocation of resources as well as implementation of process improvements. Skilled liaison with superior communication, computer, support and organizational skills.



Experienced Office Management and Administration Professional experienced 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. Works effectively with cross-functional teams in ensuring operational and service excellence.

Overview

21
21
years of professional experience

Work History

Office Administrator

Raymond James
Chicago, IL
10.2010 - Current
  • Interacted with customers by phone, email or in-person to provide information.
  • Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.
  • Tracked office supplies and restocked low items to keep team members on-task and productive. Requisitions office supplies, printing, maintenance and office equipment.
  • Maintained open communication with companies and clients to foster positive relations and provide updates on issues. Establish and maintain effective working relationships at all levels of the organization.
  • Trained new employees on administrative procedures, company policies and performance standards.
  • Assisted with coordination and hosting of company events.
  • Establishes, maintains and updates files, databases, records for annual events and conferences.
  • Provides administrative support including answering phones, assisting visitors, book flights, car rentals and hotel accommodations for business travel for Analyst and Research Associates. Maintaining calendars, schedules and coordinates meetings, events, travel arrangements. Schedule and coordinate meetings, events, interviews, etc.
  • Able to handle stressful situations and provide a high level of customer service in a calm and professional manner.

Sales and Research Assistant

Raymond James
Chicago, IL
09.2006 - 07.2010
  • Created and maintained reports, documents and presentations to assist with administrative support.
  • Collected and maintained file of receipts to coordinate expense report submission.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
  • Volunteered to help with special projects of varying degrees of complexity.

Business Development Associate

Peregrine Financial Group
Chicago, IL
04.2003 - 08.2006
  • Provided support to a large brokerage network through 70 branch offices and introducing brokers (IBs).
  • Produced and distributed monthly reports to upper management and commission reports to IB's nationwide Enhanced sales techniques and marketing plans to strengthen business development efforts.
  • Boosted revenue by maintaining relationships with new clients and optimizing servicing of existing customer accounts.

New Accounts Associate

Peregrine Financial Group
Chicago, IL
02.2001 - 04.2003
  • Acted as a liaison between customer and broker on over 100+ offices.
  • Worked directly with clients in the account opening process.
  • Reviewed customer applications, set up new accounts, commission and fees.
  • Trained, supported and supervised a team on the use of GMI entry system.

Education

Bachelor of Arts -

Governors State University
University Park, IL
2002

Skills

  • Staff Training
  • Office Management
  • Financial Services Support
  • Problem-Solving Techniques
  • Effective Written and Verbal Communication
  • Travel Coordination
  • Meeting Coordination and Support
  • Database Maintenance
  • Scheduling, coordinating meetings, events and appointments
  • Meeting Coordination and Support
  • Database Maintenance

Timeline

Office Administrator

Raymond James
10.2010 - Current

Sales and Research Assistant

Raymond James
09.2006 - 07.2010

Business Development Associate

Peregrine Financial Group
04.2003 - 08.2006

New Accounts Associate

Peregrine Financial Group
02.2001 - 04.2003

Bachelor of Arts -

Governors State University

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Jennifer B. Francis