Julie Duncan
Carlsbad
Summary
Dynamic Senior Branch Office Administrator with a proven track record in enhancing operational efficiency, staff training, and client engagement. Expertise in streamlining processes and ensuring compliance with policies.
Results-driven professional with extensive experience in office administration and staff development. Skilled in time management and effective communication, contributing to improved client satisfaction and operational workflows.
Accomplished Senior Branch Office Administrator known for fostering strong client relationships and enhancing service delivery. Proficient in implementing technology solutions that improve operational efficiency and team performance.
Overview
35
35
years of professional experience
Work History
Senior Branch Office Administrator
Edward Jones Investments
06.2001 - Current
- Managed daily office operations, ensuring compliance with company policies and procedures.
- Coordinated client communications and scheduling, enhancing client engagement and service delivery.
- Oversaw branch financial reporting processes, maintaining accuracy and timeliness of submissions.
- Developed training materials for new staff, fostering a culture of continuous improvement and knowledge sharing.
- Improved operational efficiency with the implementation of new technology solutions tailored to the branch''s needs.
- Fostered strong relationships with clients, leading to increased loyalty and repeat business.
Branch Associate
Merrill Lynch
06.1999 - 06.2001
- Managed daily branch operations ensuring compliance with company policies and procedures.
- Provided exceptional customer service resolving inquiries and facilitating transactions efficiently.
- Trained new staff on operational procedures, enhancing team performance and service delivery.
- Maintained accurate records of transactions using banking software to ensure data integrity.
Branch Associate
Principal Financial Securities
05.1994 - 06.1997
- Collaborated with management to streamline workflows, improving overall branch efficiency.
- Promoted a positive work environment by actively participating in team meetings, sharing ideas, and supporting colleagues.
- Functioned well in high-paced and stressful environment.
- Provided exceptional customer care through active listening, empathetic understanding, and tailored recommendations based on individual needs.
Supervisor
Cavern Supply
07.1991 - 05.1994
- Oversaw daily operations, ensuring compliance with safety standards and company policies.
- Trained and mentored staff, fostering a collaborative team environment.
- Streamlined workflows, enhancing efficiency in production processes.
- Conducted performance evaluations, providing feedback to improve employee productivity.
Education
High School Diploma -
Carlsbad High School
Carlsbad, NM05-1994
Skills
- Scheduling and planning
- Office administration
- Staff training and development
- Document management
- Time management
- Leadership and supervision
- Verbal communication
- File organization
- Inbound phone call handling
- Scheduling appointments
- Office management
- Database entry
- Telephone reception
- Administrative support
Languages
English
Timeline
Senior Branch Office Administrator
Edward Jones Investments
06.2001 - Current
Branch Associate
Merrill Lynch
06.1999 - 06.2001
Branch Associate
Principal Financial Securities
05.1994 - 06.1997
Supervisor
Cavern Supply
07.1991 - 05.1994
High School Diploma -
Carlsbad High School