Summary
Overview
Work History
Education
Skills
Timeline
Generic

Michelle Breska-Gardner

Charleston,IL

Summary

Results-driven Branch Office Administrator with several years of comprehensive experience in financial services and management. Polished in managing branch operations, deepening client relationships, and assisting in helping clients achieve their financial goals. Deeply familiar with financial rules and regulations. Friendly dedicated professional whose purpose is to understand what matters the most to each client we serve.

Overview

26
26
years of professional experience

Work History

Sr. Branch Administrator

Edward Jones
Charleston, IL
04.2015 - Current
  • Create and maintain filing systems for records, documents, and correspondence.
  • Input financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Schedule appointments with clients for annual reviews and financial planning..
  • Prepare client portfolio reports, presentations for financial advisor, agendas and reports, agendas, and other documents as needed.
  • Draft marketing materials such as brochures, newsletters and web content highlighting the firm's services.
  • Execute trades in client accounts utilizing online trading platforms with direction from Financial Advisor
  • Respond promptly to customer inquiries related to wealth management services offered and account information
  • Uses expertise to help train and develop other BOA's in our region
  • Coordinate with other professionals such as attorneys, accountants, insurance agents and trust officers in order to provide holistic wealth management solutions for clients.
  • Exuded professional expertise, resourcefulness and exceptional listening skills to gain trust and build relationships with clients.
  • Acted as the regional event coordinator for 3 years
  • Acted as the regional Alzheimer's coordinator for 3 years
  • Opens client accounts, performs rollovers, prepares all life insurance and annuity paperwork to insure good order upon delivery.
  • Performs pre-appointment meetings to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
  • Uses Outlook, Teams, Excel, word and Salesforce on a daily basis to complete tasks and communicate with peers, financial advisor and home office
  • Helps with the training and development of new employees as needed in the region.

Gymnastics/Dance Director

Mattoon Academy
Mattoon, IL
05.2009 - Current
  • Researches competitive local studios in order to stay abreast of industry trends and best practices related to pricing structure, programming options or customer service initiatives.
  • Monitors financial operations within the studio including accounts payable and receivable, payroll processing and budgeting activities.
  • Manages a team of dance/gymnastics instructors to ensure effective teaching methods were being used in all classes.
  • Organizes and supervises rehearsals for dance performances.
  • Oversees day-to-day administrative tasks such as answering phone calls and face to face inquires from parents and students
  • Works with children of different ages and molds teaching methods to align with age and skill level.
  • Responsible for the onboarding and training of all new and current employees

Store Manager

Gap Inc., Gap Factory
Tuscola, IL
05.1998 - 11.2007
  • Conducted daily store operations, including opening and closing procedures and cash handling.
  • Managed daily banking activities such as deposits and withdrawals.
  • Created weekly work schedules for store personnel.
  • Maintained accurate records of employee performance reviews.
  • Assessed operational efficiency of the store's departments.
  • Prepared monthly reports on sales figures, expenses, profits.
  • Enhanced customer satisfaction and store operations through relationship building and daily problem-solving.
  • Monitored employee performance and identified performance gaps for corrective action.
  • Delivered excellent customer service and adhered to standard practices to maximize sales and minimize shrinkage.
  • Oversaw storewide merchandising benchmarks to maintain operational excellence.
  • Strengthened work flow productivity by hiring, managing and developing top talent.
  • Actively recruited and trained over 40 store managers within the company

New Store Coordinator

Gap, Inc.
San Francisco, CA
06.2000 - 05.2002
  • Ordered supplies necessary for smooth functioning of the store when required.
  • Coordinated with vendors to ensure timely delivery of merchandise.
  • Actively recruited, hired and trained store managers in the Midwest and West Region
  • Opened over 30 stores within the Gap Inc outlet family across the US
  • Managed up to 300 people at a time during the new store opening process

Education

Some College (No Degree) - Fashion Merchandising/Business

Eastern Illinois University
Charleston, IL

Skills

  • Report Preparation
  • Relationship Management
  • Financial Services
  • Scheduling appointments
  • Revenue Generation
  • Office Administration
  • Employee Development

Timeline

Sr. Branch Administrator

Edward Jones
04.2015 - Current

Gymnastics/Dance Director

Mattoon Academy
05.2009 - Current

New Store Coordinator

Gap, Inc.
06.2000 - 05.2002

Store Manager

Gap Inc., Gap Factory
05.1998 - 11.2007

Some College (No Degree) - Fashion Merchandising/Business

Eastern Illinois University

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Michelle Breska-Gardner