Kim Branson
Fishers,IN
Summary
Self-motivated professional with a deep understanding of the financial services industry with a proven track record of exceptional client service, organization and leadership.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Senior Branch Office Administrator
Edward Jones Investments
Indianapolis, IN
12.2003 - Current
- Responsible for all customer service, cash/security transactions, annuity, insurance processing and estate processing for 350+ households and several 401k plans.
- Partnered with our clients to evaluate their financial goals, income needs, and to anticipate Social Security, estate planning, and tax questions.
- Coordinated Employee Education for several employers in the Indianapolis area.
- Responsible for onboarding and enrolling all clients in Online Access portal and troubleshooting technical issues.
- Responsible for marketing, including seminars and client appreciation events.
- Our office served as a Regional Leader of the Indianapolis metro area. I coordinated the logistics of area meetings where I was often requested to do presentations for Financial Advisors and Administrators.
- My Client Service Excellence scores were consistently in the top 1% of the firm.
Freelance Sports Journalist
ESPN, CBS Sports, ABC Sports, OCC Sports, NEP
Indianapolis, IN
05.1994 - 10.2003
- Completed a wide range of production support tasks for TV including the NFL, Indycar, Nascar, The Golf Channel, NBA, and NCAA in various capacities including Production Coordinator, Associate Producer, Assistant Director, Statistician, and Graphics Coordinator
- Cultivated fun, inclusive, and professional culture.
Education
Bachelor of Science - Journalism, Print
Ball State University
Muncie, IN05.1993
Skills
- Excellent Verbal and Written Skills
- Advanced Problem Solving Skills
- Extremely Efficient at Multi-Tasking
- Fast Learner
- Excellent Technical Skills on most computer platforms including Microsoft Office, Sharepoint, Zoom, Teams and Salesforce
- Project Management
- Administrative Support
- Meeting Coordination
- Strategic Planning
- Customer Engagement
Certification
- FINRA: SIE, Series 7
Timeline
Senior Branch Office Administrator
Edward Jones Investments
12.2003 - Current
Freelance Sports Journalist
ESPN, CBS Sports, ABC Sports, OCC Sports, NEP
05.1994 - 10.2003
Bachelor of Science - Journalism, Print
Ball State University