Karen Swindell

• Managed daily office operations to ensure seamless administration and client service delivery.
• Trained and mentored branch staff on compliance procedures and best practices.
• Implemented process improvements that enhanced operational efficiency and client satisfaction.
• Led the coordination of client events, fostering stronger relationships and increased engagement.
• Developed training materials to support onboarding of new administrative staff members.
• Streamlined communication between financial advisors and clients, improving information flow and responsiveness.
• Oversaw scheduling and logistics for branch meetings, optimizing time management for team members.
• Streamlined communication channels between the branch office and headquarters, facilitating faster decision-making processes.
• Fostered strong relationships with clients, leading to increased loyalty and repeat business.
• Ensured regulatory compliance by staying current on industry standards and implementing appropriate policies and procedures.
• Enhanced client satisfaction with personalized service and prompt resolution of issues.
• Oversaw appointment scheduling and itinerary coordination for both clients and personnel.

Evaluated and quoted incoming repair requests.

• Delegated repair tasks to technical staff.
• Organized the final stages of repair preparation for delivery.
• Managed stock levels for office supplies and repair parts.
• Handled financial transactions including receivables, payables, and payroll.