Kristen Kepler
Marietta,GA
Summary
Accomplished Senior Branch Administrator with over 17 years of experience in optimizing client service and enhancing office efficiency. Exhibits exceptional organizational and communication skills, effectively managing branch operations while providing comprehensive support to financial advisors. Detail-oriented with a proven track record in client relations, dedicated to promoting a collaborative environment and driving growth initiatives within the branch.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Senior Branch Office Administrator
Edward Jones
Alpharetta, GA
01.2020 - Current
- Manage branch operations and provide support to veteran and new financial advisors, enhancing client service, and office efficiency.
- Contribute branch workflow by developing streamlined processes, maintaining accurate client records, and orchestrating successful client seminars.
- Manage client appointments, coordinating with financial advisors to ensure efficient scheduling.
- Adhere to policies and procedures related to client confidentiality, and regulatory requirements.
- Assist financial advisors with account opening, annuity, and insurance processing, prepare and provide client reports, manage client transfers, and process asset movement.
- Answer client questions, resolve issues, provide exceptional customer service, and deepen client relationships.
Commerical Property Manager/Sales and Reservations
Sugarboo Farms
Blairsville, GA
11.2011 - 10.2019
- Manage overall operations and maintenance of an outdoor event property/venue, including managing staff, overseeing event bookings, ensuring that the facility is clean and properly equipped, and coordinating with clients and vendors to deliver successful events.
- Maintain the physical condition of the property, including regular inspections, repairs, and preventative maintenance.
- Negotiate and handle rental contracts, process payments, maintain and update an accurate property schedule for reservations and staff, and respond to all inquiries and social media inquiries.
- Point of contact for on-site vendor logistics, and reservations.
- Create and implement advertising and marketing strategies.
- Routinely monitor and update website information.
Assistant Office Manager/Customer Service Manager
Sugarboo Designs, LLC
Roswell, GA
09.2008 - 11.2011
- Responsible for day-to-day administrative support and organization of the office for a wholesale art design company.
- Maintained office operations and efficiency, supervised staff, and managed office records.
- Handle and carry out general receptionist duties, such as answering phones, managing incoming and outgoing emails, filing, faxing, confirm orders, and organizing.
- Provided customer service support to retailers and consumers, such as relaying product information, tracking orders, order inquiries, and website navigation.
- Managed and oversaw administrative functions to ensure all paperwork is processed efficiently and in a timely manner.
- Defined procedures for record retention.
- Invoicing, Accounts Receivable, Collections.
- Manage and audit inventory levels.
- Handle and resolve customer complaints.
- Assist with marketing materials.
- Sales representative for domestic and international trade shows.
- Coordinate and monitor product distribution operations with warehousing and shipping department to ensure timely delivery of shipments.
Education
Bachelor of Science - Business Management
University of Phoenix
01-2008
International School of Brussels
Brussels, Belgium01-1998
Skills
- Software Proficiency: CRM (Salesforce), MoneyGuide (Financial and Retirement Planning), Microsoft Office Suite (Word, Excel, PowerPoint, and Teams), Mac OS X, Adobe Illustrator, Outlook, Zoomm
- Strong organizational skills, with a high attention to detail
- Task-oriented, self-motivated, with the ability to work independently, and remotely
- Strong time management skills
- Sharp communication skills, both written and verbal
- High level of confidentiality and professionalism
- Excellent interpersonal skills
Certification
Notary Public
Accomplishments
- Edward Jones Regional Service Advocate Leader (2024 - current)
Timeline
Senior Branch Office Administrator
Edward Jones
01.2020 - Current
Commerical Property Manager/Sales and Reservations
Sugarboo Farms
11.2011 - 10.2019
Assistant Office Manager/Customer Service Manager
Sugarboo Designs, LLC
09.2008 - 11.2011
Bachelor of Science - Business Management
University of Phoenix
International School of Brussels
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