Summary
Overview
Work History
Education
Skills
Timeline
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Mary Beth Brown

1129 Overland Avenue NE North Canton,OH

Summary

Proven Office Manager with a track record of enhancing operational efficiency at Architectural Exteriors LLC through expert office management and organizational skills. Excelled in maintaining confidentiality, streamlining processes, and improving customer service, resulting in increased client satisfaction.

Mentored Client Associates at Wells Fargo Advisors, fostering professional growth while optimizing client onboarding and account management. Documented strengths in building and maintaining relationships with diverse range of customers in dynamic, fast-paced settings.

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Collaborative leader partners with coworkers to promote engaged, empowering work culture.

Overview

22
22
years of professional experience

Work History

Office Manager

Architectural Exteriors LLC
03.2024 - Current
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Enhanced office operational efficiency by streamlining filing systems, resulting in easier access to critical documents.
  • Provided comprehensive administrative support to senior management, enabling them to focus on strategic decision-making.
  • Optimized office space utilization, leading to more efficient and productive work environment.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.

Senior Client Associate

Wells Fargo Advisors
09.2002 - 03.2024
  • Managed a diverse portfolio of clients, ensuring timely and accurate reporting on account activities.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and client records.
  • Optimized internal processes for client onboarding, expediting the integration of new customers into our services.
  • Served as a trusted contact to both Financial Advisors and our clients during critical decision-making moments.
  • Enhanced client satisfaction by providing exceptional service and addressing concerns promptly.
  • Conducted regular reviews of client accounts, identifying areas for improvement or additional support as needed.
  • Mentored new Client Associates, fostering professional development and improving overall team performance.
  • Resolved complex issues for clients, maintaining strong relationships and safeguarding company reputation.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Facilitated new client onboarding process and investment account setup.
  • Processed and verified all new account applications and documents, followed by inputting transfer data into system and manually updated accounting and certificate records.
  • Developed strategies to improve processes.

Education

Elementary Education

Malone College
Canton, OH

Bachelor of Science - Business And Organizational Communication

University of Akron
Akron, OH
05.1993

Skills

  • Customer Service
  • Office Management
  • Organizational Skills
  • Office Administration
  • Excellent multi-tasking ability
  • Data Entry
  • Scheduling and calendar management
  • Document Management
  • Project Management
  • Computer Skills
  • Professional and Courteous
  • Work Planning and Prioritization

Timeline

Office Manager

Architectural Exteriors LLC
03.2024 - Current

Senior Client Associate

Wells Fargo Advisors
09.2002 - 03.2024

Elementary Education

Malone College

Bachelor of Science - Business And Organizational Communication

University of Akron

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Mary Beth Brown