Karen Grace Gates
Lincoln
Summary
Organized professional with extensive experience in administrative support and customer service. Proven ability to maintain files, update records, and manage travel arrangements in fast-paced environments. Skilled in using word processing, spreadsheets, databases, and presentation software. Strong communication and collaboration skills enhance customer trust and satisfaction.
Overview
19
19
years of professional experience
Work History
Branch Receptionist
Capstone Financial Group
Folsom
10.2022 - 03.2026
- Oversaw front desk operations while welcoming clients with professionalism.
- Delivered exceptional customer service while interacting with internal and external customers, enhancing overall client experience.
- Scheduled and confirmed appointments, managing a complex calendar for multiple staff members.
- Prepared meeting rooms for client consultations and presentations, ensuring a professional setting.
- Provided administrative support to staff members by typing letters, filing documents, and scanning and copying documents.
- Assisted in the preparation of regularly scheduled reports by collecting and analyzing information.
- Maintained updated records of office expenses and costs to support effective budget tracking.
- Contributed to special projects to enhance team effectiveness and achieve objectives.
Branch Office Administrator
Edward Jones
Rocklin
01.2007 - 01.2021
- Administered all aspects of on-site branch office, such as supervising appointment setting and scheduling, preparing reports, scanning documents, and managing correspondence via email, faxes, and wires while ensuring a continuous and unhindered flow of usual operations of organization.
- Oversaw executive's calendar, including making appointments and prioritizing most sensitive matters.
- Achieved customer satisfaction by addressing business and financial concerns, resolving objections, and recommending tailored solutions.
- Facilitated 401k rollovers for clients and provided exceptional service to prospective clients through clear communication regarding portfolios and core systems.
- Maintained effective filing system and obtained customer signatures for timely processing of paperwork.
- Comprehended the FINRA and SEC regulations for banks and brokerage firms for optimization of company performance.
- Gained experience as a Marketing Assistant in reputable organizations, managing various administrative tasks.
Education
Business
San Bernardino Community College
San Bernardino, CASkills
- Administrative support
- Customer/Client relations
- Client integration
- Report preparation
- Microsoft Office Suite
- Word processing
- Spreadsheet management
- Presentation design
- Attention to detail
- Problem solving
- Team collaboration
- Positive and professional
Career Experience
Branch Office Administrator, Edward Jones, Rocklin, CA, 01/01/07, 12/31/21, Administered all aspects of on-site branch office, such as supervising appointment setting and scheduling, preparing reports, scanning documents, and managing correspondence via email, faxes, and wires while ensuring a continuous and unhindered flow of usual operations of organization., Maintained an effective filling system as well as obtained customers' signatures for further processing while conducting necessary paperwork in an accurate manner., Oversaw executive's calendar, including making appointments and prioritizing most sensitive matters., Comprehended the FINRA and SEC regulations for banks and brokerage firms for optimization of company performance., Achieved customers' satisfaction through addressing client's business and financial concerns, dealing with objections of clients, and recommending best solutions., Accomplished rollovers from 401k for clients and offered exceptional services to prospective clients while efficiently communicating with clients related to portfolio and core system.
Timeline
Branch Receptionist
Capstone Financial Group
10.2022 - 03.2026
Branch Office Administrator
Edward Jones
01.2007 - 01.2021
Business
San Bernardino Community College