Theresa A Jones
Louisville,KY
Summary
Dynamic Administrative Manager with a proven track record at Ledebuhr Wealth Management, excelling in project management and customer service. Expert in regulatory compliance and document management, I successfully streamlined account processes, enhancing efficiency and client satisfaction. Adept at scheduling and maintaining organized systems, I ensure timely project completion and superior service delivery.
Overview
6
6
years of professional experience
Work History
Administrative Manager
Ledebuhr Wealth Management
Bloomingdale, IL
12.2010 - 05.2015
- Oversaw the maintenance of office equipment, supplies, and facilities.
- Coordinated with executive staff to ensure deadlines were met in a timely manner.
- Created and maintained filing systems for employee records, financial reports, and other documents.
- Responded promptly to emails from clients requesting assistance.
- Assisted customers in completing new account paperwork accurately.
- Maintained accurate records of customer accounts and transactions.
- Participated in continuing education programs related to banking regulations and procedures.
- Assisted in scheduling, rescheduling, and canceling appointments for patients.
Administrative Manager
Ford Wealth Management
Glen Ellyn, IL
12.2008 - 09.2014
- Oversaw the maintenance of office equipment, supplies, and facilities.
- Initiated processes to open new accounts or close existing ones.
- Gathered information from customers to open new accounts or update existing account information.
- Helped customers complete withdrawals, deposits and transfers as well as open new accounts and obtain balance information.
- Processed applications and verified customer information to open new accounts.
- Developed and implemented production schedules to ensure timely completion of projects.
- Maintained filing system for records, correspondence and other documents.
Education
General Studies
College of DuPage
Glen Ellyn, ILSkills
- Office management
- Project management
- Customer service
- Regulatory compliance
- Document management
- Scheduling appointments
Affiliations
- I have Been a stay at home mom for 10 years now and ready to join the work force. I would love to continue to be around the children as they are a joy to be around. I am a hard worker with what ever task i am given. I am very outgoing and love to be around others with great communication skills. I was a nanny before i worked for the wealth management companies. My 3 children currently attend St. Michaels School and we are current members of the church.
Timeline
Administrative Manager
Ledebuhr Wealth Management
12.2010 - 05.2015
Administrative Manager
Ford Wealth Management
12.2008 - 09.2014
General Studies
College of DuPage
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