Gini Cukar
Branch Office Administrator at Edward Jones
Based in Kansas City, United States
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Seniority
Staff
Department
Operations
Location
Kansas City
Industry
Financial Services
Company size
45K
Contact information
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g•••••••@edwardjones.com
Phone
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Background
About Gini Cukar
Support the Financial Advisor and Edward Jones as the leading financial institution for Long Term Investors. Personally contact with our clients, what are your long term goals, what are your retirement goals, what are your educational goals for your children or grandchildren, we will be there for you on a daily basis.I have long time organizational skills, multi-tasking ability, people skills as well as Sales Force experience. Over ten years with a financial service company which included:Greeting clients and prospectsScanning documents to correct client and prospects filesStarting and finishing Rollover process, with follow-upOrdering office supplies from vendorCompleting e-mail documents to clients or prospects for e-sign, with needed follow-upReminder phone calls for appointmentsScanning checks to correct clients accountsPerforming LTC, Annuity and Life Insurance application processesCheck in calls with clients to touch base, any changes in their life we should know aboutHandle daily message from home officeDaily Mail, in or out goingPrior to Edward Jones I spent 44 years in the employer life and health environment, vendor and agent.
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