Cindy Wilson
Sr Branch Office Administrator at Edward Jones
Based in Tulsa, United States
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Seniority
Manager
Department
Operations
Location
Tulsa
Industry
Financial Services
Company size
45K
Contact information
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c•••••••@edwardjones.com
Phone
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Background
About Cindy Wilson
As a Senior Branch Office Administrator with over 15 years of experience at Edward Jones, I specialize in providing exceptional support to financial advisors and fostering strong client relationships. My expertise includes calendar management, client communication, financial transactions, and proactive client engagement to ensure seamless operations. I am passionate about creating efficient processes that enhance client experiences and streamline branch operations. Whether it's scheduling key discussions, guiding clients through online services, or handling transactions with precision, I take pride in delivering top-tier service with attention to detail and professionalism. Key Strengths: Client Relationship Management Organizational & Time Management Financial Operations & Transactions Proactive Problem-Solving Microsoft Excel, Word, PowerPoint, Zoom I am always eager to connect with professionals in the finance and administration space. Feel free to reach out!
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