LaVonne Knechtel
Inverness,FL
Summary
I am currently an Office Administrator with 9 years of experience with Edward Jones applying multitasking skills to complete daily duties while resolving issues. Adept in personal time management while greeting visitors, managing phone calls, and tackling client and staff requests. I am friendly and respectful with a positive attitude that assists in creating a warm and inviting office atmosphere.
Prior to my career at Edward Jones, I served in the banking industry, up to and including becoming a branch manager.
I have a sincere desire to continue my career with Edward Jones in a position that compliments both the firm and myself.
The position as a Tailored BOA Support Specialist would allow me to continue my career in a manner that meets my specific needs while continuing on the career path that I am currently on.
I began my journey with Edward Jones at a Level 2 office and together with the Financial Advisor Tonia Warncke the office grew into a Level 5 office. After 7 years with Tonia, I was given the privilege of transferring to a Level 10 office closer to home, where I am currently employed.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Branch Office Administrator
Edward Jones
Inverness, FL
06.2014 - Current
- Created, updated, and maintained filing systems to ensure proper document control.
- Managed daily office operations including ordering supplies, managing equipment maintenance, and scheduling appointments.
- Provided customer service support by responding to inquiries in a timely manner.
- Processed financial documents, contracts, expense reports and invoices.
- Processed incoming mail; sorted documents according to relevance or urgency.
- Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
- Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
- Ensured compliance with company policies and procedures as well as applicable laws and regulations.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Completed day-to-day duties accurately and efficiently.
- Maintained updated knowledge through continuing education and advanced training.
- Identified needs of customers promptly and efficiently.
- Exceeded customer satisfaction by finding creative solutions to problems.
Education
High School Diploma -
Bishop Carroll Highschool
Ebensburg, PA06-1983
Skills
- Document Management
- Office Administration
- Telephone Reception
- Administrative Support
- File Maintenance
- Document Scanning
- Word Processing
- Mail Handling
- Scheduling
- Customer Engagement
- Scanning and Copying
- File Organization
- Scheduling Appointments
- Schedule and Calendar Management
Affiliations
I am a published author of a children's book that is dedicated to my newest grandchildren who were adopted out of the foster care system here in Florida.
I love to garden and preserve homegrown vegetables and jams.
I enjoy feeding and caring for my back yard chickens, but most of all I enjoy spending time with my mother who is in a nursing home where I volunteer.
Certification
I am a notary public for the state of Florida
Languages
English
Professional
References
References available upon request.
Timeline
Senior Branch Office Administrator
Edward Jones
06.2014 - Current
High School Diploma -
Bishop Carroll Highschool