Julie Hanover
Rohnert Park,CA
Summary
At Edward Jones, I excel as a Senior Branch Office Administrator, leveraging my expertise in office administration, system management, business and process planning and client support to enhance and deepen client relationships, streamline the branch processes and look for growth opportunities. My proactive approach in digital client experiences and strategic planning significantly contribute to achieving branch objectives and goals, showcasing my ability to lead, innovate and manage.
Overview
17
17
years of professional experience
Work History
Senior Branch Office Admistrator
Edward Jones
01.2008 - Current
I, as a Senior Branch Office Administrator have 5 core duties within the branch:
* Deepen and Broaden Client Relationships.
* Consistently execute the Appointment Process.
* Continuously improve and execute the client and branch
experience.
* Facilitate branch business planning process.
* Make it easy to do business through digital client experience.
Education
High School Diploma -
Montgomery High School
Santa Rosa, CAClass Credit - Statistics Courses To Enhance Job Performance
Santa Rosa Junior College
Petaluma CampusSkills
- Scheduling and Planning: I use the appointment process according to the Solutions-based Appointment (SBA) Guide and various appointment preparation systems, tools, and resources to execute all three phases of the appointment – before, during, and after
- Office Administration: I review upcoming changes related to systems, processes and tools that may impact the branch or clients, and adjust branch SOPs I develop and update branch SOPs working with the financial advisor and educate clients about changes
- Staff Training and Development: I take an active role in the branch team business planning process I Identify and recommend resources that the branch team can use to achieve goals I monitor and communicate with the financial advisor how the branch team is tracking toward its goals systematically Make recommendations for adjustments to stay on track to achieve branch team objectives I facilitate each step of the business planning process: Evaluate, Plan and Prepare, Execute and Measure
- Document Management: I prepare clients and the financial advisor for appointments by gathering necessary documents for the client appointment I am aware of and can clearly explain processes, timelines, and signature requirements to set client expectations without relying on the financial advisor I follow through with clients to keep them informed of status, actions needed, and next steps
- Digital Client Experience: I look for and act on opportunities to connect benefits with client interactions and appropriate digital services I work with the financial advisor to customize each client's digital experience based on his/her preferences I clearly explain the features of the firm's digital services (same-day ACH, Online Access, WebEx, etc) and the benefits they provide to clients
- Time Management: Work independently manage and explain processes, timelines, and signature requirements to set client expectations without relying on the financial advisor o Follow through with clients to keep them informed of status, actions needed, and next steps
- Customer Engagement: I actively listen for situations in the clients' lives that may indicate a need for additional services (ie life events, increased travel, busy schedule, desire to simplify, etc) I work with the financial advisor to customize each client's digital experience based on his/her preferences
- Goal Setting: I take an active role in the branch team business planning process, identifying and recommending resources that the branch team can use to achieve goals I work with the financial advisor to use the trimester and annual days of planning to develop and define objectives and strategies in an actionable branch business plan
Timeline
Senior Branch Office Admistrator
Edward Jones
01.2008 - Current
High School Diploma -
Montgomery High School
Class Credit - Statistics Courses To Enhance Job Performance
Santa Rosa Junior College