999 Main Street, Any Town, NY 99999 • 999-999-9999
Branch Office Administrator
10+ years experience in Office Administration
- Corporate liaison
- Financial statements
- Client retention
- Account management
- Facility meetings
- Corporate contracts
- Audit review
- Corporate executives
- Business development
Professional Experience – Overview
ABC Inc. – Branch Office Administrator
- Investment Representative in an investment firm.
- Perform administrative, customer service, marketing, inventory management, and financial research for a recently implemented branch office.
- Process customer orders, prepare bank deposits and data entry for accounts, update and maintain database of over 1500 prospects and clients, perform portfolio analysis, cost basis for mutual funds, and cash flow analysis; process and pay incoming bills.
- Propose, establish, implement, and follow up on marketing campaigns.
XYZ Corp. – Branch Office Administrator
- Placed stock and bond trades at financial advisor’s .
- Organized office and files.
- Received, sorted and directed incoming calls.
- Processed incoming mail.
- Received clients for appointments.
- Evaluated walk-in traffic to identify potential customers.
- Assisted in production and distribution of bulk mailings.
BCD Inc. – Branch Office Administrator
- Built and maintain website.
- Editor for newsletter.
- Train new employees.
Microsoft Suite of Products: Word, Vista, Excel, PowerPoint