Rebekah Stavne

Highlights:

• Obtained FPQP designation (April '24)
• Developed and Published 6 Region Newsletters (June '24)
• Assisted with Goodknight and Move to Multi-FA Office (Aug '24)
• Developed Proposal for Firm RE: Microsoft Teams that was Accepted. We were the 1st Multi-FA Office to Pilot Teams Channels (Oct '24)
• Passed the SIE Qualifying Exam (Dec '24)

My role as Branch Office Administrator encompass both leadership and followership. My role is to serve not only the clients of our branch but also my Financial Advisor through responsive and clear communication and follow-up. Through serving others I also have an opportunity to lead by initiating ideas to further develop established processes and creating a welcoming environment both for clients and associates.

I maintain a Trimester branch agenda, develop SOPs, leverage technology tools (Salesforce and Microsoft Teams), assist with client experience by greeting clients and maintaining/ordering branch supplies, and assist with implementation of client contact plan and serve clients accounts as needs arise.

I seek to participate in all Firm and Region led events to foster the existing culture of community and service at Edward Jones.

My husband and I formed a media company. We took his part-time photography gig he started in 2014 and went full-time with it in 2019. We are both entrepreneurial and creatives at heart and loved building a successful and impactful business

• Created and maintained business website (via WIX) along with developing core business systems that enabled us to function and manage all processes in house (Quickbooks Proficient and CRM: 17hats.com)
• Assisted bride's in curating a timeline for their wedding day that would maximize joy and minimize worry.
• Second shooter at weddings providing different perspectives and angles for couples and assist the lead photographer as needed.
• Oversee Financial Management In QuickBooks
• Assist with Client Communication (Inquiry, Booking, Wedding Timeline Consultation)
• Creative Input In Client Projects
• Administrative Tasks Including (Bitrix24 Admin Management, Website, Development, Email Campaign Development)

Developed programs that reach the social, economic, and cultural needs of community members in northwest Wisconsin. Successfully offered trips, classes, events, and services to over 800 members annually through strategic planning, promoting, evaluating, and reporting. In addition to my role as Community Education Director, I also worked as a Student Mentor with our High School and oversaw the Volunteer Program, School Spirit Wear and taught group piano lessons to elementary students at the After School Program.

Key Projects I Managed:

• Developed an online registration process
• Developed a cloud based database for Community Education and our Volunteer Management Program using the Kohezion Platform
• Introduced 4 new family events that are now a core part of our program offerings: Dazzling Daughter Dance (For young girls and their fathers or father figures), Mom & Son Create Night (For young boys and their mothers or mother figures), Powerwheels Party (For young boys and their father or father figurers) and the Princess Crafternoon Tea (For young girls and their mothers or mother figures).
• Started a mentorship program that connects at-risk youth to community mentors. Recruited 12 students (ages 8-12) and 12 mentors to participate and secured financial resources to run the program.
• Participated in the Northwest Alliance Community Foundation as a board member from 2017-2018.
• Participated as a board member with the Grantsburg Chamber from 2015-2019.
• Initiated the start-up interest group of Burnett County Special Olympics and played a strategic role in gathering community volunteers by hosting interest meetings and promoting the program in the community.
• Recruited volunteers to participate in a community project to paint fire hydrants and paint a piano that we left in our local picnic area for the community to play for 2 months.
• Developed a risk matrix that is used by our school principals in making complex decisions regarding the screening of volunteers.
• Assisted with the purchasing and distribution of staff Christmas Gifts.
• Assisted at-risk high school students with their academics through goal setting and credit recovery from 2016-2018.

• Assisted classroom teacher with classroom curriculum development, assisted students with academic and personal counsel, referred students to community referral services.

City Kidz is a non-profit Christian organization that assists disadvantaged children living in the inner city of Hamilton, ON. City Kidz exists to increase resiliency and inspire big dreams for Canadian children living in low-income communities by providing inspirational experiences and nurturing personal relationships, one child at a time.

Key Highlights of Projects I Oversaw:

• Volunteer recruitment: established a strong and healthy volunteer culture and onboarding process that retained volunteers and attracted new ones.
• Volunteer management: established and maintained key admin processes to assist with ensuring background checks were complete, refined the application process, assisted with the technical support of the CRM program (Filemaker) that was used and used it to leverage volunteer tracking metrics.
• Developed Volunteer Training Program and Appreciation Initiatives.
• Revised and revived a Junior Youth Leadership program for volunteers 12-15 yrs of age that taught youth core faith, leadership and lifestyle principles.
• Assisted in starting a Volunteer Cafe.
• Achieved 400% growth in volunteer rate over 2 years.
• Created a vision map and accomplished desired goals.
• Facilitated volunteer meetings and designed training materials.

The Canadian Child Health Clinician Scientist Program provides assistance to highly qualified child health clinician scientists across Canada through means of financial awards, research training and networking. Prepared financial claims, requisitions and reports for Program Manager. Organized filing system, developed a policy and procedure handbook, and administered communication responses for a National Annual Symposium. Assisted in the coordination and preparation of Symposium registration, program guide, and delegate packages. Improved office administration efficiencies and operated with a strong sense of urgency and thrived in fast-paced setting.

• CEO Girls Counselor & High School Camp Counselor
• Equipped and developed high school students interested in furthering their leadership development. My role involved required the following responsibilities: plan, facilitate and participate in all activities with the CEOs, and to develop relationships with them along the way.

Server, Golf's Steak House & Seafood (Part-Time)

January 2013-January 2014 | Kitchener, ON

• Introduced customers to new menu items and successfully built and fostered customer relationships
• Taking customer orders and delivering food and beverages
• Making menu recommendations, answering questions and sharing additional information with restaurant patrons
• Successfully solved customer conflict and problems when mistakes were made with orders and payments
• Processing payments and handling cash and credit transactions
• Successfully obtained a required liquor license to legally serve alcoholic beverages

Barista, Starbucks (Part-Time)

January 2010-June 2010

Server, St. Louis Bar & Grill (Part-Time)

January 2012-2013 | Waterloo, ON

Server, Emma's Back Porch and Water Street Cooker (Part-Time)

2010-2011 | Burlington, ON

Nanny, Childcare and House Cleaning for a Family (Part-Time)

2006-2007 | Sydney, Australia

Retail Associate, Freedom Furniture (Part-Time)

2005-2006 | Sydney, Australia

Admin Assistant, Waters and Hastings, Barristers and Solicitors (Part-Time)

2003- 2005 | Elmira, ON

• Welcomed clients and assisted them in a professional manner
• Receptionist at main desk
• Assisted with administration tasks including filing, computer work involving Will and POA's and banking.

Hostess, Harvest Moon Family Restaurant (Part-Time)

2002-2003 | St. Jacobs, ON

Server for Catering Events, Angie's Kitchen (Part-Time)

2000-2001 | Waterloo, ON