Lata Gandhi
Branch Office Administrator @Edward Jones
Signup · Get unlimited contacts
WORK HISTORY
Branch Office Administrator @Edward Jones
Irvine, CA, US
As a Branch Office Administrator (BOA), I support the Financial Advisor to help clients achieve their long-term financial goals. Provide operational support by managing account opening,onboarding, and transactions within firm policies & regulatory requirements. Scheduling phone appointments & prepare meeting materials, greet clients & handle phone calls/emails professionally. Handle day-to-day administrative tasks, manage office supplies,mail,vendor payments, event planning & calendar management. Help team members as & when required. Proficient with Microsoft excel, Word, Powerpoint & Salesforce.
EDUCATION
Pune
Bachelor of Commerce (B.Com.), Banking and Financial Support Services
C D Jain College
B Com, Economics
University of pune
Bachelor of Commerce, Accounting and Finance
SKILLS
ABOUT LATA GANDHI
Managing on boarding of HNI Clients, Queries, Reconciliations, Audit, Management MIS n many more.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.