Kayla Waggoner
Edmond
Summary
I am a dedicated and hardworking professional who thrives in collaborative environments. I am passionate about working with people, committed to building positive relationships and contributing to team success. I approach each task with enthusiasm and a strong work ethic. I am always eager to learn new skills and open to guidance, ensuring continuous growth and improvement in my work.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Branch Office Administrator
Edward Jones
03.2022 - Current
- Expertly manage and maintain relationships with high-net-worth clients, providing personalized service and support to meet their unique financial needs.
- Obtained FPQP (Financial Paraplanner Qualified Professional) designation, enhancing knowledge and skills in financial planning and client portfolio management.
- Create detailed investment portfolio proposals at the direction of licensed advisors, including analysis and recommendations for advisor to review with client.
- Efficiently manage two advisors' calendars, coordinating appointments, scheduling professional meetings with potential referral partners, and overseeing office operations, including ordering supplies and ensuring smooth daily functions.
- Manage incoming client needs and ensure timely, efficient servicing by addressing inquiries, resolving issues, and providing prompt follow-up to maintain client satisfaction.
- Reviewed, edited, and created new Standard Operating Procedures (SOPs) to improve operational efficiency and ensure consistency across processes, utilizing Salesforce to streamline workflow and enhance tracking and reporting
Office Manager
SC Real Estate
05.2021 - 03.2022
- Coordinated leasing activities by sending forms, collecting necessary information, and answering inquiries regarding available rental properties to assist prospective tenants.
- Drafted and prepared professional correspondence, including letters, invoices, and contract language, to ensure clear communication with clients and vendors.
- Maintained accurate accounting records, processing invoices and payments in Yardi Systems to support financial operations.
Private Nanny
Private Household
03.2020 - 03.2021
- Fostered the physical, emotional, social, and intellectual growth of children through the development and implementation of well-structured, balanced daily routines.
- Created and maintained a safe, nurturing, and stimulating environment, ensuring children thrived and developed to their fullest potential.
Activities Leader
Terranea Resort
06.2018 - 03.2020
- Led and facilitated a diverse range of recreational activities, encouraging participant engagement while actively gathering feedback from department directors to improve event quality and guest satisfaction.
- Trained and utilized FareHarbor Premium Booking Software to manage reservations, streamline guest services, and enhance operational efficiency.
Education
Associate of Arts - Music
El Camino College
Torrance, CA05-2018
Skills
- High-net-worth client servicing
- Client relationship management
- Building and maintaining professional relationships
- Team collaboration and support
- Experience in fast-paced environments, managing multiple tasks and meeting deadlines efficiently
Certification
Financial Professional Qualified Paraplanner
Timeline
Branch Office Administrator
Edward Jones
03.2022 - Current
Office Manager
SC Real Estate
05.2021 - 03.2022
Private Nanny
Private Household
03.2020 - 03.2021
Activities Leader
Terranea Resort
06.2018 - 03.2020
Financial Professional Qualified Paraplanner
Associate of Arts - Music
El Camino College
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