AMANDA MILES
Calabasas
Summary
Hard-working, ambitious, customer-service oriented individual with the desire and ability to learn concepts quickly. Enthusiastic about learning new skills and pursuing opportunities to contribute to group success. Offer strong administrative, relationship-building, and problem-solving abilities.
Overview
10
10
years of professional experience
Work History
Branch Office Administrator
Edward Jones
06.2022 - Current
- Became a BOA Mentor to a new Branch Office Administrator in the region effective on April 4th, 2024
- Motivated, trained and disciplined employee to meet performance goals
- Maintains daily agenda for branch meetings to ensure branch team is up-to-date on all branch processes and goals
- Delivers excellent service quality and inspire branch members to reach department goals and objectives
- Established method to guarantee all annual account reviews are scheduled far in advance for the Financial Advisor to ensure completion by the given due date
- Prepares and organizes detailed appointment packet unique to every client for the Financial Advisor and client to refer to during meetings
- Assists branch team with handling difficulties, resolving problems and managing large transactions
- Resolves client apprehension through active listening and reassurance, gathering as much information as possible to provide to Financial Advisor or Home Office
- Monitors monthly CEI scores for branch team to improve client service
- Maintains scheduling appointments for Financial Advisor
- Composes professional business correspondence, emails, meeting notes and other documents
- Manages office supplies to support and ensure team productivity
- Volunteers at Regional meetings to provide help and support to other fellow Edward Jones associates
Dasher
DoorDash
01.2021 - 08.2021
Recruiter/Front Desk
Focus & Testing
11.2017 - 08.2018
Snack Shack Server/Cashier
Agoura Pony Baseball
02.2014 - 06.2018
Hostess
Islands
08.2017 - 11.2017
Preparer/Server/Cashier
Greens Up!
11.2016 - 06.2017
Education
Bachelor of Science - Psychology
San Diego State University
San Diego, CA05.2022
Associate of Arts - General Studies
Moorpark College
Moorpark, CA06.2020
Certificate - Hebrew
Congregation Or Ami
Calabasas01.2014
Skills
- Cooperative team member
- Outstanding interpersonal skills
- Computer proficient
- Microsoft Office, Excel, PowerPoint proficient
- Works well under pressure
- Quick learner
- Strong verbal communication
- Attention to detail
- Upbeat, outgoing and positive
Affiliations
- Fashion Chair of Delta Zeta Sorority
- San Diego State University, January 2021-January 2022
- Spirit Team Captain
- Agoura High School, May 2015-June 2016
Additional Information
Fundraising/Volunteering
- Organized several blood drives in support of Cedars-Sinai Medical Center
- Volunteered on walks and completed Mitzvah Project fundraising for Crohn's and Colitis Foundation of America, successfully raising over $2,000.
Acknowledgment
- Make-A-Wish Foundation recipient (2018)
Timeline
Branch Office Administrator
Edward Jones
06.2022 - Current
Dasher
DoorDash
01.2021 - 08.2021
Recruiter/Front Desk
Focus & Testing
11.2017 - 08.2018
Hostess
Islands
08.2017 - 11.2017
Preparer/Server/Cashier
Greens Up!
11.2016 - 06.2017
Snack Shack Server/Cashier
Agoura Pony Baseball
02.2014 - 06.2018
Bachelor of Science - Psychology
San Diego State University
Associate of Arts - General Studies
Moorpark College
Certificate - Hebrew
Congregation Or Ami
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