Bailey Hayes
Greenville
Summary
Dynamic professional with a proven track record at Edward Jones, excelling in client transaction processing and compliance management. Adept at appointment scheduling and team building, I enhance operational efficiency, foster strong customer relationships, drive business development, and ensure meticulous document preparation to uphold trust and integrity.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Branch Office Administrator
Edward Jones
Lyman
06.2025 - Current
- Scheduled and managed advisor appointments, ensuring required documents and materials were prepared in advance.
- Processed client transactions, ensuring accuracy and compliance with firm policies to uphold client trust.
- Prepared, reviewed, and filed client paperwork and forms to ensure regulatory and internal-compliance standards.
- Maintained and updated client records to enhance outreach and strengthen relationship-building efforts.
- Communicated with outside institutions to resolve client issues and complete transactions.
- Managed mail and document flow, including secure handling of sensitive client information.
- Supported business development by identifying prospects, setting appointments, and tracking referral opportunities.
- Anticipated office needs and resolved operational issues, contributing to overall office efficiency and teamwork.
Administrative Assistant
Classy Touch Cleaning
Greenville
01.2022 - 04.2025
- Strategically manage appointment scheduling and itinerary organization to support the company's operational efficiency and executive priorities
- Cultivate and sustain exceptional customer relationships by delivering prompt, personalized responses to inquiries and exceeding expectations to accommodate unique requests
- Oversaw communication channels, including phone and email, while managing flow of incoming and outgoing mail to ensure seamless operations
- Designed and implemented structured administrative procedures to enhance staff productivity and task accountability
- Directed financial oversight to ensure timely and accurate payments while maintaining meticulous financial records
- Design and implement administrative systems and workflows, driving improvements in organizational precision and operational effectiveness
Key Holder Supervisor
Express Clothing
Greenville
08.2021 - 11.2021
- Analyzed sales trends to pinpoint opportunities for growth, enhancing product offerings and refining merchandising strategies to align with customer preferences
- Partnered with management to design and execute creative marketing initiatives that increased foot traffic and elevated overall sales performance
- Trained and mentored new team members, fostering a supportive environment and enhancing their professional development
- Managed cash drawers, balancing totals to ensure accurate transactions and maintain financial integrity
- Conducted department walkthroughs to identify and resolve issues, optimizing cleanliness and ensuring efficient stock replenishment
Education
ASSOCIATE IN APPLIED SCIENCE - PARALEGAL STUDIES
Greenville Technical College
Greenville, SC05-2025
Skills
- Appointment scheduling
- Transaction processing
- Compliance management
- Document preparation
- Customer relationship management
- Team building
Certification
- Social Media Marketing Certification II, HubSpot, 2025
- Getting Started with Microsoft Word, Coursera, 2025
- Inbound Methodology, HubSpot, 2025
- How to Visualize Your Data Using Microsoft PowerPoint, Coursera, 2025
Timeline
Branch Office Administrator
Edward Jones
06.2025 - Current
Administrative Assistant
Classy Touch Cleaning
01.2022 - 04.2025
Key Holder Supervisor
Express Clothing
08.2021 - 11.2021
ASSOCIATE IN APPLIED SCIENCE - PARALEGAL STUDIES
Greenville Technical College