Looking for a job

Sarah User

@sarahuser29

I keep wealth management offices running smoothly through precise client service, advisor support, and documentation management.

United States

Message

What I'm looking for

I'm seeking to bring my Branch Office Administrator experience to a new advisory team, supporting financial advisors, client onboarding, documentation accuracy, and seamless daily office operations.

At Edward Jones, I support financial advisors and manage client relationships across 200+ accounts, from first contact and onboarding through ongoing service.

I coordinate complex calendars, prepare meeting materials, manage follow-ups, and keep branch operations running smoothly. I maintain secure, accurate documentation in MoneyGuide, Salesforce, and CRM platforms while meeting firm recordkeeping standards.

Previously at Premier Family Physicians, I scheduled and confirmed 50+ patient appointments daily, verified insurance, and maintained accurate electronic health records with full HIPAA compliance.

My experience at H-E-B strengthened my ability to manage high-volume orders, resolve customer issues quickly, and deliver reliable, personalized service.

Experience

Work history, roles, and key accomplishments

Branch Office Administrator

Edward Jones

Jul 2023 - Jul 2026 (3 years)

Managed client relationships for 200+ accounts, providing administrative support to financial advisors and ensuring compliance with recordkeeping standards.

Client Relationships Office Administration Calendar Management Salesforce CRM Zoom Microsoft Teams