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Kim Palmer

Kim Palmer

Branch Office Manager

Edward Jones

Kansas City, Missouri Area

Objective: To continue my career with an organization that will utilize my Management, Supervision, Training, and Administrative skills to benefit mutual growth and success. I look forward to obtaining a challenging leadership position applying creative problem solving and effective management skills with a growing company ...

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Edward Jones

Branch Office Manager

Administration - Well-organized Office Administrator who multi-tasked while working with technology and people. Daily office administration duties include Processing Contracts and Legal Documents, Processing deposits and financial transactions, bill payment and budgeting.

Client Service
Work to build quality one-to-one relationships with clients and to maintain long term relationships with clients. Provided prompt responses to customer requests.

Client Development
Managed Direct Mailing Program and an effective communications program. Plans and assists with implemenation of Seminars and Customer Appreciation Events. Assist the Financial Advisor to deepen existing client relationships by preparing a variety of reports for scheduled appointments and scheduling systematic contact activities.

Region/Firm Assistance
Assisted with the responsibilities of the Financial Advisors Regional Leader Position of Training and Development of newer Financial Advisors. Assisted new Financial Advisors to become familiar with processing systems and office recordkeeping.

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