Edward Jones Investments - Branch Office Administrator Resume Example

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William Brown
XXX XXXXXXX XXXX, North Liberty, IA 52317
Professional Summary

Responsible Office Administrator proficient in computer skills and organizational skills. Passionate and motivated, with a drive for excellence. Hard worker with a strong desire to learn.

Goal-oriented and very dedicated to high levels of customer satisfaction and meeting aggressive business goals.  Excellent multi-tasking skills.

  • Clerical
  • Customer and Personal Service
  • Time Management
  • Administration and Management
  • Service Orientation
  • Active Learning
Branch Office Administrator Aug 2014Present Edward Jones Investments North Liberty, Ia

Client Service

Primary person in the branch office responsible to provide client service.  Prepare for all appointments.  Process securities, mutual funds, transfers, insurance/pension administration, account openings and closings, and retirement administration.

Office Administration

Process accounts, maintain all branch records, manage the branch calendar, obtain supplies, and process bills, while meeting compliance guidelines.  Manage all service request including wires, faxes, and emails.  Process trade confirmations.  Maintain branch-office record keeping through scanning/filing.

Client Development Support

Assist the financial advisor with business development by performing marketing tasks.  Prepare/update all client portfolios, answer client questions regarding statements and account activity.  Provide market information or quotes to clients.


Completed all required on-line training, learn system enhancements, and follow all firm compliances.

Fitness Instructor Dec 2012Present Performance Health and Fitness Coralville, Ia

Motivate, instruct, and lead individuals in specialized exercise programs.  Class knowledge and certification required and maintained. 

In-home Daycare Provider Aug 1998Aug 2014 Self Employed Provided care to children ages newborn to 5 in my home. 
Office worker/clerk Oct 1989Jul 2002 Fareway Stores, Inc. Iowa City, Ia Worked in all areas of the store from age 15-27.  Bagged groceries, checked out customers, and worked my way up to closing the store.  Worked in the office counting money and closing the store at night.  Responsible for closing out all registers, entering all bank deposits, and closing the store.
Group care giver Apr 1996Jan 1998 Systems Unlimited Iowa City, IA

Responsible for the care of children with disabilities.  Duties included activities of daily living, exercise programs, field trips, and overall daily care. Administered medications to individuals as needed. 

University of Iowa Internship for Therapeutic Recreation Degree:

Helped organize and run a summer program for children while not in school for the summer.  Designed programs and activities for them to follow and participate in.  Scheduled field trips and group activities.

Bachelor of Science : Recreational Therapy May 1996 The University of Iowa Iowa City, IA
Community Service
Volunteer at the First United Methodist Church from December 2011-August 2014 as the Finance Chair.  I was responsible for paying all church bills and staff payroll through QuickBooks.  I also helped design budgets within the church  and attend monthly meetings. 

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About this resume

Branch Office Administrator FROM North Liberty , Iowa RESUME

This is a resume for a Branch Office Administrator in North Liberty, Iowa with experience working for such companies as Edward Jones Investments and Performance Health and Fitness. The grade for this resume is 0 and is one of hundreds of Branch Office Administrator resumes available on our site for free. Use these resumes as templates to get help creating the best Branch Office Administrator resume.

School Attended
The University of Iowa