Kathy Stein
Summary
Dynamic professional with extensive experience at Edward Jones, excelling in office management and compliance oversight. Proven ability to enhance operational efficiency through process improvement and effective communication. Skilled in client engagement and relationship building, ensuring high satisfaction and retention rates. Proficient in MS Office Suite and adept at problem-solving in fast-paced environments.
Overview
10
10
years of professional experience
Work History
BRANCH OFFICE ADMINISTRATOR
EDWARD JONES
Delmar
09.2023 - 11.2024
- Managed daily office operations and administrative tasks efficiently.
- Conducted weekly and monthly meetings to align team objectives.
- Developed Standard Operating Procedures to standardize processes.
- Prepared for speaking engagements, enhancing presentation effectiveness.
- Engaged clients to identify needs and preferences, fostering relationships.
- Acquired proficiency in new software to improve operational efficiency.
- Ensured compliance of licenses and paperwork with regulations.
- Prepared thoroughly for branch audits, ensuring readiness.
CUSTOMER EXPERIENCE SPECIALIST II
PROTECTIVE INDUSTRIAL PRODUCTS (PIP)
Latham
11.2019 - 09.2023
- Assisted customers in product selection and provided expert recommendations.
- Resolved customer inquiries through various communication channels efficiently.
- Managed product returns and exchanges while maintaining accurate records.
- Performed root cause analysis of any issues reported by customers regarding the product and service they purchased.
BENEFITS CONSULTANT
AFLAC
Albany
07.2018 - 07.2019
- Analyzed client benefits needs and recommended appropriate insurance solutions.
- Conducted presentations to educate clients about AFLAC products and services.
- Managed client relationships to ensure satisfaction and retention of services.
CAREGIVER/PERSONAL CARE AIDE
HOME INSTEAD SENIOR CARE
Albany
07.2015 - 05.2018
- Provided companionship to seniors, fostering emotional well-being and social engagement.
- Assisted clients with daily living activities, enhancing their comfort and independence.
- Documented client progress and changes in condition for caregiver communication records.
- Collaborated with family members to address concerns regarding client care needs.
- Improved patient outlook and daily living through compassionate care.
ADMINISTRATIVE COORDINATOR (temp position)
STRATEGIC RESOURCES/ TYLER TECHNOLOGIES
Latham
02.2015 - 06.2015
- Provided administrative support to various departments within the organization.
- Answered phones and routed calls to appropriate personnel.
- Greeted visitors in a courteous manner and directed them to the appropriate office or person.
- Coordinated internal meetings, including scheduling, logistics, and catering.
- Managed incoming mail distribution and outgoing courier services.
Education
B.S. - Biology
University At Albany
Albany, NY05.2000
Skills
- Office management
- Document preparation
- Compliance oversight
- Standard operating procedures
- Customer relationship management
- Project coordination
- Effective communication
- Problem solving
- Team collaboration
- Client engagement
- Scheduling appointments
- File organization
- Telephone reception
- Document scanning
- Preparing correspondence
- Updating client data
- Meeting coordination
- Setting up appointments
- Account and client management
- Compliance monitoring
- Relationship building
- Sales strategies
- Verbal and written communication
- Process improvement
- Phone and email etiquette
- Active listening
- Analytical thinking
- MS office suite
- Documentation and recordkeeping
Awards
- Caregiver of the Year 2015, Selected out of over 200 caregivers for having compassion, patience, and training
- President's Award 2025, Selected by the Fire Department Auxiliary President for going above and beyond during 2024
Timeline
BRANCH OFFICE ADMINISTRATOR
EDWARD JONES
09.2023 - 11.2024
CUSTOMER EXPERIENCE SPECIALIST II
PROTECTIVE INDUSTRIAL PRODUCTS (PIP)
11.2019 - 09.2023
BENEFITS CONSULTANT
AFLAC
07.2018 - 07.2019
CAREGIVER/PERSONAL CARE AIDE
HOME INSTEAD SENIOR CARE
07.2015 - 05.2018
ADMINISTRATIVE COORDINATOR (temp position)
STRATEGIC RESOURCES/ TYLER TECHNOLOGIES
02.2015 - 06.2015
B.S. - Biology
University At Albany