Robin Thomas
Summary
Results-driven professional specializing in operational streamlining, records maintenance, and client scheduling. Demonstrated success in enhancing workflows and building strong client relationships to achieve organizational goals.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Senior Branch Office Administrator
Edward Jones
Chelan, Washington
04.2018 - Current
- Streamlined daily office operations to enhance team workflows.
- Coordinated client and financial advisor scheduling to maximize productivity.
- Developed and implemented office procedures that improved organizational efficiency.
- Maintained secure records of client interactions and financial transactions.
- Fostered a welcoming environment for clients to enrich branch experience.
- Monitored inventory levels of office supplies and placed orders as needed.
Senior Branch Office Administrator
Edward Jones
Lake Hills Auburn, WA
06.2012 - 04.2018
- Managed daily office operations, ensuring efficient workflow among team members.
- Developed and maintained office procedures to optimize organizational efficiency.
- Monitored inventory levels of office supplies, placing orders as needed.
- Maintained accurate records of client interactions and financial transactions securely.
- Fostered a welcoming environment for clients to enhance branch experience.
- Ensured compliance with company policies, procedures, and applicable regulations.
Branch Office Administrator
Edward Jones
Auburn, Washington
01.2004 - 06.2012
- Managed daily office operations and ensured compliance with company policies.
- Coordinated schedules and appointments for financial advisors and clients.
- Processed client transactions accurately using company software systems.
Education
High School Diploma -
Waiakea High School
Hilo, HI06-1982
Skills
- Office management
- Client scheduling
- Records maintenance
- Operational streamlining
- Office operations
- Customer relationship management
Certification
- FPQP
Timeline
Senior Branch Office Administrator
Edward Jones
04.2018 - Current
Senior Branch Office Administrator
Edward Jones
06.2012 - 04.2018
Branch Office Administrator
Edward Jones
01.2004 - 06.2012
High School Diploma -
Waiakea High School