Experiences at Edward Jones

I helped to manage the office. I monitored customer accounts and did the filing. I also helped to enter stock orders into the computer system and processed customer deposits. I helped with the marketing and planning of office events.

Administrative Assistant to Regional VP
Manage Regional Office
Liaison between clients, Home Office
Scheduled proactive appointments
Event planning, Seminars, Broadcasts
Responsible for Advertising/Marketing
Reviewed and managed client portfolios, researched missing shares, and balanced accounts...

Answered calls from over 9,000 United States branch offices on procedural and compliance questions.

Answered phone calls and wires regarding 1099 income tax reporting and general tax planning and reporting. Calculated and entered cost basis information into Edward Jones reporting system.

Punctuality,Dsicipline & attentiveness

Uniform