Summary
Overview
Work History
Education
Skills
Affiliations
Interests
Timeline
Generic

Melissa Moses

OH

Summary

Results-driven professional with extensive experience at Edward Jones Investments, specializing in client data management and customer service excellence. Proficient in advanced software tools for data analysis and report generation, enhancing client relationships through effective communication. Skilled in Microsoft Office and team collaboration, with a strong background in marketing support and efficient office operations. Organized manager with a proven ability to tackle challenges and apply critical thinking to achieve operational goals.

Overview

19
19
years of professional experience

Work History

Branch Office Administrator

Edward Jones Investments
01.2016 - Current
  • Utilized advanced software tools to analyze data and generate detailed reports for client review.
  • Developed customized presentations to educate clients about complex financial concepts and strategies.
  • Fostered strong relationships with clients by providing excellent customer service through regular communication and meetings.
  • Ensured prompt payment of bills by managing accounts payable processes efficiently.

Technician

Bloom Family Surgeons
01.2015 - 01.2016
  • Educated patients about common eye conditions, treatment options, and preventive care measures.
  • Operated various optical equipment, such as autorefractors, tonometers, and lensometers.
  • Managed patient records by updating medical histories and entering exam results into electronic database.

Optician/Paraoptometric

Lafollette Eye Clinic
05.2009 - 07.2015
  • Collaborated with optometrists to provide comprehensive eye care services for patients.
  • Prepared work orders for lab technicians detailing lens type, material, coloration, and specific treatments.
  • Handled insurance claims by submitting necessary paperwork to providers on behalf of clients.

Live-Out Nanny

Henderlight Family
09.2007 - 04.2009
  • Organized engaging, age-appropriate activities to promote child development.
  • Managed homework and school projects to enhance educational outcomes.
  • Provided transportation for children to school, extracurricular activities, and appointments.

Dental Receptionist

Dr. Ortizi & Abate Dental Office
09.2006 - 08.2007
  • Assisted patients in filling out required forms and collected insurance information.
  • Scheduled appointments for patients in coordination with dental staff availability.
  • Answered phone calls, provided information to callers, and took messages when needed.

Education

High School diploma -

Piqua Christian School
Piqua, OH
04-2003

Skills

  • Leadership and supervision
  • Client data management
  • Customer service
  • Business administration
  • Microsoft Office proficiency
  • Typing speed (65 wpm)
  • Computer literacy
  • Team collaboration
  • Communication skills
  • Adaptability
  • Time management
  • Office administration
  • Telephone reception
  • Currency transaction oversight
  • Medical terminology

Affiliations

Sunday School teacher and Worship Leader

New Life Church, Dayton, OH | Jan 2016 - Present

Interests

Traveling

Reading

Family 

Music

Timeline

Branch Office Administrator

Edward Jones Investments
01.2016 - Current

Technician

Bloom Family Surgeons
01.2015 - 01.2016

Optician/Paraoptometric

Lafollette Eye Clinic
05.2009 - 07.2015

Live-Out Nanny

Henderlight Family
09.2007 - 04.2009

Dental Receptionist

Dr. Ortizi & Abate Dental Office
09.2006 - 08.2007

High School diploma -

Piqua Christian School

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