Managed the day-to-day business and finance operations of the facility; supervised, motivated, coached, and evaluated employees, facilitated training programs, prioritized workflow, and supported the human resources/recruitment activities. Established and maintained professional and productive relationships with clients; delivered quality customer service and support and consistently exceeded client goals and expectations. Coordinated the daily administrative operations and handled the procurement of supplies.• Identified and anticipated the administrative needs of clients; presented proactive and creative solutions, communicated expectations and collaborated with referral centers to resolve conflicts• Analyzed processes to identify areas of improvement and revamped the internal time blocking strategy, resulting in an increase in the processing efficiencies and a 20% increase in production• Generated product awareness through the development of marketing strategies; enhanced overall retention and improved products knowledge; drove company growth and developments• Established and implemented goals and objectives to execute the branch business plan and created standard operating procedures to market and enhance new/existing client relationships• Streamlined the seminar presentation process through the implementation of new standards and procedures; supported executives and management teams and improved overall efficiencies• Instrumental in the branch ranking within the top 10 in the region; successfully improved customer satisfaction and retention rates• Promoted throughout tenure with Edwards Jones for exceptional internal contributions and achievements; assumed positions of increasing responsibility and exceeded any set expectations