Jennifer Egan
Twin Falls,ID
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Business Office Assistant (BOA)
Edward Jones
02.2023 - 06.2026
- Managed scheduling and appointments for financial advisors.
- Executed daily administrative tasks efficiently, contributing to a well-functioning office environment.
- Processed client transactions accurately using Salesforce software to ensure compliance with company policies.
- Assisted in preparing detailed reports and documentation for regulatory requirements, enhancing data accuracy.
- Coordinated office communications and supported team members, improving overall workflow efficiency and running the day to day office.
- Reviewed invoices, payment requests, and expense reimbursements prior to approval.
- Networking
Health, Safety & Training Administrative Assistant
Nevada Gold Mines
10.2022 - 02.2023
- Managed scheduling and coordination of meetings for executive leadership team.
- Facilitated communication between departments to streamline project workflows.
- Maintained comprehensive filing system, ensuring easy access to critical documents.
- Scheduled Hazard Training for contractors.
- Placed purchase orders to maintain adequate stock.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance data.
- Assisted in strategis to streamline and improve office procedures.
Legal Assistant
Kidwell & Gallager
07.2019 - 07.2022
- Drafted legal documents, including pleadings and contracts, and filed them with the court clerk on behalf of attorney's.
- Managed documentation by preparing and drafting correspondence and legal forms.
- Coordinated communication between clients and attorneys.
- Trained junior staff on administrative procedures, improving team productivity and knowledge retention.
- Maintained strict confidentiality, protecting sensitive client information.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
- Corresponded with insurance companies.
- Requested medical records.
- Filed paperwork.
Bank Teller
Wells Fargo
05.2015 - 10.2016
- Processed customer transactions efficiently, ensuring accuracy and minimizing wait times.
- Counted and packaged currency and coins.
- Assisted clients with account inquiries, providing exceptional service and maintaining high satisfaction levels.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Resolved complex customer issues through effective communication and problem-solving techniques, enhancing loyalty.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Completed high accurate high volume money counts both manual and machine-driven approaches.
Education
High School Diploma -
High School Diploma -
Park High School
Livingston, MT06.2001
Skills
- Office management
- Microsoft office
- Document management
- Administrative tasks
- Confidentiality procedures
- Time management
- Attention to detail
- Multitasking Abilities
- Organizational skills
- Cash handling
- Self motivation
- Scheduling and calendar management
- Staff training
- Data entry and 10-key
- Verbal and written communication
- Customer service
Certification
Financial Paraplanner Qualified Professional ( FPQP) from Kapla Financial.
Certified Notary Public
Timeline
Business Office Assistant (BOA)
Edward Jones
02.2023 - 06.2026
Health, Safety & Training Administrative Assistant
Nevada Gold Mines
10.2022 - 02.2023
Legal Assistant
Kidwell & Gallager
07.2019 - 07.2022
Bank Teller
Wells Fargo
05.2015 - 10.2016
High School Diploma -
High School Diploma -
Park High School