Dwayne Guy
Senior Client Services Manager at Franko Wealth Management (Raymond James)
- Role
- Branch Office Administrator at Edward Jones
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
Experience
Branch Office Administrator
Jul 2018 — Present · Greensboro/Winston-Salem, NC, US
Update prospect and client data records.• Oversee appointment setting and schedules and make follow-up calls.• Execute direct mail programs.• Assist with planning seminars and marketing events.• Creating and meeting business plans.• Processing deposits and transactions.• Order office supplies, scan documents, and any additional administrative duties as assigned.
Education
Guilford Technical Community College
Associate's degree, Accounting
2005 — 2007
Winston-Salem State University
Business Administration
2008 — 2009
Skills
- Management
- Coaching
- Bookkeeping
- Project Planning
- Retail
- 10 Key
- Access
- Customer Service
- Payroll
- Recruiting
- Accounts Receivable
- Process Scheduler
- Data Entry
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