Heidi Berry
Yankton,SD
Summary
Experienced Sr Branch Office Administrator at Edward Jones with a proven track record in enhancing office operations and client relations. I foster collaboration and mentored associates, driving team success. My strong leadership and effective communication skills have significantly improved client loyalty and streamlined event coordination within our region.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Sr Branch Office Administrator
Edward Jones
04.2014 - Current
- Support daily office operations through effective scheduling and appointment management.
- Assist in maintaining accurate client records using Sales Force
- Learn compliance procedures to ensure adherence to company policies and regulations.
- Provide exceptional customer service by addressing inquiries and resolving issues promptly.
- Promoted collaboration within the team by organizing regular meetings, providing clear communication, and encouraging open dialogue among employees.
- Fostered strong relationships with clients, leading to increased loyalty and repeat business.
- Mentored branch associates through Edward Jones mentor program.
- Organized meetings for fellow CSTM's and Branch Teams as our regional event coordinator.
Education
High School Diploma -
Yankton High School
Yankton05.1996
No Degree -
South Dakota State University
Brookings, SDSkills
- Scheduling and planning
- Office administration
- Time management
- Strong leadership
- Effective verbal communication
- Coordinating events effectively
- Meeting facilitation
- Multitasking and organization
- Excellent communication
Certification
Passed following licensing exams
- SIE
- Series 7
- Series 66
Timeline
Sr Branch Office Administrator
Edward Jones
04.2014 - Current
High School Diploma -
Yankton High School
No Degree -
South Dakota State University