Sarah Bahret
Las Vegas,NV
Summary
At Edward Jones, I excelled as an Estates Processor, enhancing team productivity and reducing estate processing times through meticulous documentation and effective deadline management. Known for my adaptability and calming presence in high-stress situations, I consistently delivered compassionate client support and drove business growth through assisting financial advisors all over the United States.
Overview
10
10
years of professional experience
Work History
Estates Processor
Edward Jones
10.2014 - Current
- Organized regular progress meetings with clients to keep them informed about the status of their cases.
- Provided support during probate court proceedings, preparing necessary paperwork and acting as a liaison between clients and the court system.
- Contributed towards business growth by identifying potential new clients through networking events and referrals.
- Supported families during emotionally difficult times by offering compassionate guidance throughout the entire estates processing journey.
- Ensured accurate documentation for estate settlements by meticulously reviewing files and records.
- Improved team productivity by sharing best practices and fostering open communication among colleagues.
- Reduced processing time for estates by prioritizing tasks and managing deadlines effectively.
Education
Business Administration With Concentration Of HumanResource - Human Resources Management
Southern New Hampshire University
Hooksett, NHSkills
- Adaptable to change as needed to complete tasks
- Calming voice- often complemented that I don't sound stressed in stressful situations
- Follow up and thorough I document well in order to follow up with tasks when I say I will to build rapport with whomever I am working with
- I am motivated and complete tasks on my own and by deadline dates
Timeline
Estates Processor
Edward Jones
10.2014 - Current
Business Administration With Concentration Of HumanResource - Human Resources Management
Southern New Hampshire University
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