Uma Easwaramurthi
Edmonton,Canada
Summary
Experienced administrative professional prepared for leadership in branch office environment. Strong focus on team collaboration and achieving results. Skilled in office management, customer service, and financial operations. Reliable and adaptable, known for supporting and enhancing organizational goals.
Overview
14
14
years of professional experience
Work History
Branch Office Administrator
Edward Jones
03.2016 - Current
- Process office bills; manage client correspondence, and maintain required branch files using Sales Force
- Completed confidential and timely processing of deposits, disbursements, and account transfers through Trades and Transactions
- Developed and implemented marketing plans, special promotions and customer relations events.
- Coordinated schedules and appointments for branch, optimizing time management processes.
- Liaised between different departments within the organization to facilitate effective collaboration on projects or initiatives requiring cross-functional input from multiple teams.
- Support the financial advisor with creating and executing the branch business plan for 270 clients in our 30 million assets under care branch
- Oversaw opening and closing of branch and monitored overdrafts, wire transfers, collections and stop payment orders.
- Support the success of regional and firm-sponsored programs, and growth of the branch through exceptional client service
- Maintain the inventory of office products and supplies and review client marketing materials to ensure they are up to date
- Proactively addressed potential issues or conflicts before escalation by fostering open lines of communication among team members and management.
- Facilitated team communication, leading to a cohesive and productive work environment.
Client Service Professional
H&R Block (Seasonal)
01.2016 - 12.2016
- Delivered outstanding client service and ensured client confidentiality and privacy
- Increased retention of all clients and assisted with local marketing and business growth
- Provided audit support and performed other duties as assigned
Hardware Associate
Canadian Tire
01.2015 - 12.2015
- Quickly resolved customer issues and complaints and was a great team player
- Exhibited problem solving skills, independent thinking and proficient in using product database
- Assisted with stock maintenance and periodic inventory
Cashier/Customer service (PT)
Home Depot
01.2013 - 12.2015
- Quickly and accurately processed transactions, returns and exchanges
- Excellent knowledge of cash handling policies and procedures
- Effectively handled dissatisfied customers or customer complaints and defused negative situations
- Worked different roles at the Front end including the Return Desk or Special Services
Customer Service
Running Room Canada Inc
01.2011 - 12.2013
- Handled multifaceted clerical tasks
- Investigated and solved complaints regarding goods, services and policies
- Processed online sales and in-store transfers for customers and stores
- Maintained regular databases for all routine procedures and updated periodically
- Effective communication and resolution with excellent product knowledge using database
- Excellent product knowledge using database
- Provided quality customer service to earn satisfaction ratings of 79%.
Education
Tax Course - Basic Tax
H&R Block
01.2015
Diploma in Business Administration -
Academy of Learning
01.2014
B.A - English Literature
Madras University
01.1998
Skills
- Business to Business
- Business to Consumer
- Audit Management
- Compliance
- Microsoft Office Suite
- Salesforce
- Microsoft Edge
- Jones Link
- Compliance monitoring
- Currency transaction management
- Verbal and written communication
- Customer service management
- Documentation and recordkeeping
- Administration and operations
- Conflict resolution
- MS office suite
- Interpersonal communication
- Compliance management
- Report generation
- Preparing correspondence
- Document preparation
- Analytical Skills
- Problem-Solving Skill
- Technical Support
- Interpersonal Skills
- Supply inventory
- Leadership and supervision
- Client relationship building
- Office management
- Meeting coordination
- Developing promotions
- Processing policies
- Business correspondence
- Operations management
- Customer engagement
- Currency transaction oversight
- Account and client management
- Staff development and training
- Multitasking and organization
- Attention to detail
- Teamwork and collaboration
Accomplishments
- Edward D. Jones Sr. Founders Achievement Award, 2024
- Ed Armstrong Achievement Award, 2023
- Spirit of Partnership Award, 2018
- Spirit of Partnership Award, 2017
- Lapel Pin 'Lighting the way' - BOA Role as Mentor Coordinator to Support Region 187
- Dedication Award and Student of the Month Award
- Certificate of Appreciation for 'Income Tax filling 2015' by CRA, 05/01/15
- Certificate of Appreciation for 'Orange Door Sales 2015' by THD, 07/01/15
Volunteer Experience
Assist Community Services, Edmonton, Organizing workshop registration, Instructing participants about processes and procedures regarding workshops, Assisted in Community Volunteer Income Tax Program (CVITP)
Languages
Tamil
Native or Bilingual
Malayalam
Elementary
Timeline
Branch Office Administrator
Edward Jones
03.2016 - Current
Client Service Professional
H&R Block (Seasonal)
01.2016 - 12.2016
Hardware Associate
Canadian Tire
01.2015 - 12.2015
Cashier/Customer service (PT)
Home Depot
01.2013 - 12.2015
Customer Service
Running Room Canada Inc
01.2011 - 12.2013
Diploma in Business Administration -
Academy of Learning
B.A - English Literature
Madras University
Tax Course - Basic Tax
H&R Block
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