Michelle Reynolds
Alhambra,IL
Summary
Detail-oriented professional with extensive experience in office administration and client relationship management. Expertise in financial documentation and administrative procedures has led to improved workflow and client satisfaction.
Overview
27
27
years of professional experience
Work History
Branch Office Administrator
Edward Jones
Edwardsville, Illinois
12.2018 - Current
- Managed daily office operations to ensure smooth workflow and efficiency.
- Coordinated client appointments and maintained scheduling for financial advisors.
- Developed and implemented administrative procedures for improved office organization.
- Assisted in preparing client communications and financial documentation.
- Communicated with clients to address inquiries and resolve issues promptly.
- Assisted Financial Advisor in bringing in $40+ million in new assets in just over 4 years, achieving Level 7.
- Managed Branch Office and Client Services working independently a majority of the time as the Financial Advisor worked from outside the area.
Order Entry Specialist
BOFA Americas
Staunton, Illinois
04.2018 - 12.2018
- Processed high-volume customer orders efficiently and accurately.
- Provided support to other departments within the organization as required.
- Investigated any issues that arose during the order entry process in a timely manner.
- Reviewed customer orders for accuracy and completeness before entering into the system.
- Coordinated with warehouse personnel to ensure timely delivery of products to customers.
Voluntary Optional Offer Specialist
Wells Fargo Advisors
St Louis, Missouri
10.2014 - 12.2017
- Coordinated communication for financial advisors.
- Prepared reports on complex, time-critical information regarding voluntary corporate actions to present to Financial Advisors
- Participated in ongoing training and compliance activities.
- Coordinated with other departments to ensure efficient workflow processes.
- Reviewed documents for accuracy prior to submission or publication
- Processed payments involving securities and/or cash, timely and accurately
- Assisted in developing investment strategies for diverse portfolios.
Administrative Assistant
Cadagin & Prosser Financial Group Wells Fargo Adv
Edwardsville, Illinois
09.2007 - 10.2014
- Managed client correspondence and scheduled appointments for financial advisors.
- Organized and maintained financial documents and client records efficiently.
- Assisted in preparing reports and presentations for team meetings.
- Supported team projects by conducting research and compiling data as needed.
- Facilitated communication between clients and financial advisors effectively.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Answered questions from customers regarding products and services offered by the company.
Branch Office Administrator
Edward Jones
Edwardsville, Illinois
04.1999 - 09.2007
- Managed daily office operations to ensure smooth workflow and efficiency.
- Coordinated client appointments and maintained scheduling for financial advisors.
- Assisted in preparing client communications and financial documentation.
- Communicated with clients to address inquiries and resolve issues promptly.
- Organized meetings and conferences, including scheduling of resources, venues, catering, travel arrangements and agendas.
- Greeted clients warmly upon their arrival at the office and provided assistance when needed.
- Processed invoices, payments and other financial transactions accurately.
- Created, maintained and updated filing systems for records management in accordance with company standards.
Skills
- Office management and administration
- Client relationship management
- Document preparation and coordination
- Scheduling and calendar management
- Financial oversight and reporting
- Records management
Timeline
Branch Office Administrator
Edward Jones
12.2018 - Current
Order Entry Specialist
BOFA Americas
04.2018 - 12.2018
Voluntary Optional Offer Specialist
Wells Fargo Advisors
10.2014 - 12.2017
Administrative Assistant
Cadagin & Prosser Financial Group Wells Fargo Adv
09.2007 - 10.2014
Branch Office Administrator
Edward Jones
04.1999 - 09.2007