Lori Actkinson
Van Buren,AR
Summary
Seasoned and dedicated Branch Office Administrator well-versed in supporting marketing and customer service objectives while maintaining smooth and efficient business operations. Decisive leader with good organizational and multitasking skills developed over 24 years of experience. Skilled in managing clients reports, preparing for upcoming meetings, and ensuring everything is ready for day to day operation.
Overview
25
25
years of professional experience
Work History
Branch Office Administrator
Edward Jones Investments
1999.11 - 2024.08
- Coordinated schedules and appointments for the Investment representative.
- Maintained inventory levels of office supplies, minimizing costs while ensuring availability of necessary items.
- Provided exceptional customer service to both internal employees and external clients, promoting a welcoming atmosphere at the branch office locations.
- Ensured compliance with company regulations by conducting regular audits of internal documents and records.
- Maintained the IR's schedule, set up reminders for upcoming appointments.
- Prepared reports for smooth operation.
Education
High School Diploma -
Arkoma High School
Arkoma, Oklahoma05.1983
Skills
- Supply Inventory
- Leadership and supervision
- Client Relationship Building
- Customer Engagement
- Performed file audits for clients profiles
- Scheduled events as needed.
- Project management
- Office operations for Investment Representative
Timeline
Branch Office Administrator
Edward Jones Investments
1999.11 - 2024.08
High School Diploma -
Arkoma High School
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