Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Katarina Esposito

Round Hill,VA

Summary

Skilled Branch Office Administrator with comprehensive experience in managing daily operations, overseeing administrative functions, and facilitating communication between departments. Strong abilities to develop and implement office procedures for maximum efficiency. Notable skills in problem-solving, multitasking, and team leadership have contributed to significant improvements in office management workflow and productivity.

Overview

5
5
years of professional experience

Work History

Branch Office Administrator

Edward Jones
Purcellville, VA
12.2023 - Current
  • Managed life insurance processes to ensure accurate documentation and seamless client support.
  • Managed annuity transactions and documentation, ensuring compliance with regulatory standards.
  • Processed beneficiary documents efficiently to ensure accurate record-keeping.
  • Coordinated appointment scheduling to support office productivity and client engagement.
  • Organized appointments efficiently, contributing to improved workflow and time management.
  • Managed client relationships to enhance customer satisfaction and retention.
  • Facilitated effective client support, enhancing service experience and loyalty.
  • Scheduled appointments efficiently to ensure smooth office operations.
  • Protected critical documents, enhancing security measures and preserving data integrity.
  • Executed fax transmissions to support smooth administrative functions within the branch office.
  • Handled phone inquiries efficiently, providing timely and accurate information to clients and colleagues.
  • Managed and organized calendar schedules to optimize branch operations.
  • Utilized Salesforce to streamline branch operations and enhance client relationship management.
  • Managed email communications using Outlook to ensure efficient workflow and client engagement.
  • Oversaw and coordinated investment activities, including stocks, bonds, and CD rates, to optimize client portfolios.
  • Executed administrative functions using Microsoft applications to support branch office activities.

Facility Supervisor

Parks and Recreation Department
Purcellville, VA
05.2020 - 11.2024
  • Supervised daily operations of facility to ensure optimal functionality and compliance with safety standards.
  • Oversaw facility staff and coordinated tasks to maintain a clean, organized, and efficient environment.
  • Managed parks and recreation facilities, ensuring optimal operation and maintenance.
  • Addressed patron needs and resolved issues, enhancing overall satisfaction and experience.
  • Handled patron phone support, resolving issues with professionalism and accuracy.
  • Responded to client emergency needs swiftly, maintaining operational continuity and client trust.

Education

High School Diploma -

Homeschooled
Round Hill, VA
06-2012

Skills

  • Customer service
  • Administrative support
  • Account and client management
  • Document preparation
  • Processing policies
  • Compliance management
  • Microsoft Outlook
  • Salesforce utilization

References

References available upon request.

Timeline

Branch Office Administrator

Edward Jones
12.2023 - Current

Facility Supervisor

Parks and Recreation Department
05.2020 - 11.2024

High School Diploma -

Homeschooled

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