Paige Foxell
Houston,TX
Summary
Dynamic financial professional with extensive experience at Edward Jones, recognized for leadership as a Region Recognition Coordinator. Proficient in Money Guide and Salesforce, I excel in client support and document management, driving successful outcomes for clients while enhancing branch efficiency. I received my professional designation through Edward Jones as a Financial Planner Qualified Professional (FPQP). Committed to delivering exceptional service and fostering strong client relationships.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Branch Office Administrator
Edward Jones
Houston, TX
07.2022 - Current
- Coordinated client communications, enhancing service delivery and relationship management.
- Managed office budget and expenses, ensuring compliance with financial policies and procedures.
- Oversaw daily administrative functions, optimizing workflows to increase team productivity.
Financial Professional
The Fitzpatrick Group
Houston, TX
06.2021 - 05.2022
- Collaborated with team members to streamline financial reporting processes.
- Collaborated with cross-functional teams to develop strategic plans aligned with overall company objectives.
- Implemented tax planning strategies to minimize liabilities while ensuring full compliance with local, state, and federal regulations.
Education
Bachelor of Science - Consumer Affairs
Texas State University
San Marcos, Texas, TX12.2020
Skills
- Leadership: Region Recognition Coordinator
- Advanced in Money Guide & Sales Force
- On the Salesforce Super Users team to assist other branches in our region
- Experience with 4 clients in the new Financial Planning process
- Client support
- Document management & note taking
Certification
Financial Planning Qualified Professional (FPQP)
Timeline
Senior Branch Office Administrator
Edward Jones
07.2022 - Current
Financial Professional
The Fitzpatrick Group
06.2021 - 05.2022
Bachelor of Science - Consumer Affairs
Texas State University