Pamela Neff
Sr. Branch Office Administrator at Edward Jones
- Role
- Sr Branch Office Administrator at Edward Jones
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
Experience
Sr Branch Office Administrator
Jan 2018 — Present · Tustin, CA, US
Manage the branch office includes assisting the Financial Advisor in creating and making the annual business plans, oversee the appointment schedules, process deposits and transactions, updating prospect and client data records, execute direct mail programs as well as prepare co-hosting investment seminars. Prepare a variety of reports for client appointments and scheduling systematic contact activities.
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