Salesforce
Open To Work
Kristen Lydens
Office Administration
Fort Worth,TX
Summary
Dynamic Senior Branch Office Administrator at Edward Jones with a proven track record in optimizing operational efficiency and enhancing customer service. Skilled in financial administration and process optimization, I excel in building strong client relationships and implementing software tools to drive productivity. Committed to achieving branch profitability and fostering team collaboration. Adaptable professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Senior Branch Office Administrator
Edward Jones
Benbrook
09.2013 - Current
- Execute excellent customer service skills for all clients and prospective clients.
- Kept office supplies stocked, and equipment in good working order.
- Generated invoices, processed checks, and updated accounts.
- Maximized branch revenue by optimizing daily operations.
- Developed an annual branch business plan for maximum profitability and effectiveness.
- Built a strong rapport with new and existing clients to better serve their financial needs and promote branch loyalty.
- Scheduled, promoted, and organized informational seminars.
- Planned and organized regional meetings while volunteering as our Regional Event Coordinator.
- Oversaw compliance with company policies and regulatory requirements.
- Managed daily operations of branch office to ensure smooth workflow.
- Streamlined office processes to enhance efficiency in service delivery.
- Assisted financial advisors in preparing reports and client presentations.
- Developed and maintained positive relationships with clients and vendors.
- Implemented new software tools to improve office productivity and communication.
- Resolved customer complaints promptly and professionally.
- Ensured compliance with company policies and procedures as well as applicable laws and regulations.
Pre-K Teacher
Whistle Stop Preschool
Aledo
08.2010 - 08.2013
- Created and implemented developmentally appropriate curriculum addressing all learning styles.
- Maintained daily records of individual activities, behaviors, meals and naps.
- Implemented hands-on, play-based strategies such as games and crafts for experiential learning.
- Organized and led activities to promote physical, mental and social development.
- Enhanced sensory abilities by giving children access to numerous textures and shapes.
- Taught children foundational skills such as colors, shapes and letters.
- Established indoor and outdoor safe play environments for toddler-age children.
- Promoted good behaviors by using positive reinforcement methods.
- Encouraged children to be understanding of others, show good manners and instructed in other social development behaviors.
Pre-K Teacher
Star Bright Preschool
Fort Worth
08.2008 - 06.2010
- Created and implemented developmentally appropriate curriculum addressing all learning styles.
- Maintained daily records of individual activities, behaviors, meals and naps.
- Implemented hands-on, play-based strategies such as games and crafts for experiential learning.
- Organized and led activities to promote physical, mental and social development.
- Enhanced sensory abilities by giving children access to numerous textures and shapes.
- Taught children foundational skills such as colors, shapes and letters.
- Collaborated with parents to develop and maintain strong support networks and build rapport to foster seamless communication.
- Established indoor and outdoor safe play environments for toddler-age children.
- Promoted good behaviors by using positive reinforcement methods.
- Encouraged children to be understanding of others, show good manners and instructed in other social development behaviors.
Sales Associate
Motherhood Maternity
Fort Worth
07.2007 - 01.2008
- Kept apprised of emerging trends and provided informative customer service to assist in product selection.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Retained product, service and company policy knowledge to serve as resource for both coworkers and customers.
- Answered incoming telephone calls to provide information about products, services, store hours, policies and promotions.
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
- Prepared cash deposits up to $3,000 with zero discrepancies.
- Offered product and service consultations and employed upselling techniques.
- Built and maintained effective relationships with peers and upper management to drive team success toward common sales, service and operational goals.
- Recommended optimal merchandise based on customer needs and desires.
- Stocked shelves and supplies and organized displays to focus customer attention on specific items.
- Helped customers sign up for loyalty programs and submitted completed paperwork.
- Met or exceeded upselling, donation and credit card sign-up targets on consistent basis by leveraging excellent communication and interpersonal strengths.
Data Entry Clerk
FYI Television Inc.
Grand Prairie
07.2006 - 06.2007
- Input client information into spreadsheets and company database to provide leaders with quick access to essential client data.
- Maintained quality levels above prescribed minimums to support team productivity and efficiency.
- Identified and corrected data entry errors to prevent duplication across systems.
- Entered data into databases, maintaining 98% accuracy rate.
- Volunteered to assist with special office projects, successfully completing all tasks prior to deadlines.
- Translated written documentation and notes into emails and other types of correspondence.
- Proofread documents, editing materials to correct grammar and spelling mistakes.
Lead Cashier
Sports Authority
Arlington
07.2002 - 06.2005
- Provided assistance with purchases, locating items and signing up for rewards programs.
- Drove sales and add-on purchases by promoting specific item options to customers.
- Authorized discounts and special actions to resolve customer disputes and maintain satisfaction.
- Reviewed stock levels and shelves and pulled new inventory from stockroom to replenish floor.
- Developed training and mentoring procedures to keep team member performance strong and optimized for store needs.
- Directed merchandising and signage updates for weekly and seasonal promotional changes.
- Learned roles of other departments to provide coverage and keep store operational.
- Trained new team members in cash register operation, stock procedures and customer service.
- Increased sales opportunities by upselling and cross selling products, using tried and true creativity and persuasion methods.
- Taught employees use of registers, merchandising of stock and satisfaction of diverse customer needs.
- Effectively made change on the cash register, handling payments by cash, credit, debit and personal checks.
- Counted drawers at start and end of shifts to validate daily records and uphold accounting accuracy.
- Helped customers find specific products, answering questions and offering advice.
- Processed returned items in accordance with store policy.
- Scanned items quickly to keep lines moving and reduce overall wait time.
- Counted product stock to maintain inventory records.
- Cross-trained in footwear and clothing roles in order to provide skilled backup for team members.
- Stayed up to date on current item discounts to support promotions.
- Issued receipts, discussed return policies, and directed customers to pickup locations for larger merchandise.
- Processed customer payments quickly and returned exact change and receipts.
- Processed efficient and accurate cash, check, debit, and credit card payments using Point-of-Sale system.
Education
GED -
Finger Lakes Community College
Canandaigua, NYSome College (No Degree) -
Tarrant County College District
Fort Worth, TXMidlakes High School
Clifton Springs, NYBrewer High School
Fort Worth, TXSkills
- Scheduling appointments
- Preparing correspondence
- Supporting meetings
- Financial administration
- Excels in team leadership
- Organization
- Customer service
- Office management
- Software implementation
- Process optimization
- Operational efficiency
- Effective communication
- Team collaboration
- Problem solving
- Scheduling and planning
- Office administration
- Inbound phone call handling
- Mail handling
- Calendar management
Accomplishments
•Volunteered in my Region as Event Coordinator for 2 years, then mentored my benefactor.
•Volunteered for 1 year as a Recruiting Liaison in my region.
•I received recognition for participating in our company's first ever "Developing Effective Communication" course for office administrators. This course helped us to develop public speaking skills and being able communicate more effectively in all aspects of our professional lives.
•Volunteered for my specific region as POD Leader for 1 year.
•Volunteered for 1 year as a Recruiting Liaison in my region.
•I received recognition for participating in our company's first ever "Developing Effective Communication" course for office administrators. This course helped us to develop public speaking skills and being able communicate more effectively in all aspects of our professional lives.
•Volunteered for my specific region as POD Leader for 1 year.
Certification
FPQP - Financial Paraplanner Qualified Professional
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software
Microsoft Word
Timeline
Senior Branch Office Administrator
Edward Jones
09.2013 - Current
Pre-K Teacher
Whistle Stop Preschool
08.2010 - 08.2013
Pre-K Teacher
Star Bright Preschool
08.2008 - 06.2010
Sales Associate
Motherhood Maternity
07.2007 - 01.2008
Data Entry Clerk
FYI Television Inc.
07.2006 - 06.2007
Lead Cashier
Sports Authority
07.2002 - 06.2005
GED -
Finger Lakes Community College
Some College (No Degree) -
Tarrant County College District
Midlakes High School
Brewer High School