Sandy Schultz
Colorado Springs,CO
Summary
Accomplished Senior Branch Office Administrator with a proven track record at Edward Jones, enhancing client loyalty and ensuring regulatory compliance. Expert in office administration and customer engagement, Excel in creating efficient workflows and team dynamics. Personable Office Administrator with 23 years of experience prioritizing multiple tasks requiring prompt solutions. Talented problem-solver managing workloads while greeting visitors, answering incoming phone calls and fulfilling staff members' requests. Professional and welcoming in creating upbeat work environment.
Overview
30
30
years of professional experience
Work History
Senior Branch Office Administrator
Edward Jones
08.2001 - 11.2024
- Fostered strong relationships with clients, leading to increased loyalty and repeat business.
- Enhanced customer satisfaction with personalized service and prompt resolution of issues.
- Managed daily operations for a successful branch, ensuring smooth workflows and optimal team performance.
- Maintained electronic and paper filing systems for easy retrieval of information.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
- Tracked office supplies and restocked low items to keep team members on-task and productive.
Office Manager
State Farm Insurance Inc
01.1995 - 08.2001
Education
High School Diploma -
Monte Vista High School
Monte Vista, COEdward Jones Module Training
Alamosa, COSkills
- Scheduling and Planning
- Office Administration
- Time Management
- Customer Engagement
- Inbound phone call handling
- Scheduling appointments
- Managing office supply inventory
- Administrative Support
- Schedule and calendar management
- Customer Relationship Management (CRM)
- Multitasking and Organization
- Excellent Communication
Timeline
Senior Branch Office Administrator
Edward Jones
08.2001 - 11.2024
Office Manager
State Farm Insurance Inc
01.1995 - 08.2001
High School Diploma -
Monte Vista High School
Edward Jones Module Training
Similar Profiles
JOANNA CHILDSJOANNA CHILDS
Branch Office Administrator at Edward Jones / Long Wealth ManagementBranch Office Administrator at Edward Jones / Long Wealth Management
Katie PennerKatie Penner
Branch Office Administrator at Edward JonesBranch Office Administrator at Edward Jones
Leslie HammonsLeslie Hammons
Business Office Administrator at Edward JonesBusiness Office Administrator at Edward Jones
Qian HamelQian Hamel
Design Lead at Edward JonesDesign Lead at Edward Jones
Courtney DukekCourtney Dukek
Registered Nurse at UCHealth University of Colorado HospitalRegistered Nurse at UCHealth University of Colorado Hospital