Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jamie Buhr

St. Charles

Summary

Dynamic Retirement Services Specialist with a proven track record at Edward Jones, excelling in retirement planning and effective communication. Recognized for enhancing operational efficiency through critical thinking and teamwork. Adaptable and dependable, consistently exceeding performance goals while fostering strong client relationships and delivering exceptional service.

Overview

12
12
years of professional experience

Work History

Retirement Services Specialist

Edward Jones
08.2019 - Current
  • Consistently provided excellent customer service, earning positive feedback from branches and contributing to a strong reputation in the retirement services industry.
  • Participated in ongoing professional development opportunities to enhance expertise in the area of retirement planning and services provision.
  • Collaborated with cross-functional teams to ensure optimal delivery of retirement services to clients.
  • Proactively identified areas for improvement, recommending process enhancements that resulted in increased operational efficiency.
  • Maximized efficiency by effectively managing high-volume workloads within tight deadlines.
  • Contributed to team success by consistently meeting or exceeding performance goals and expectations in the Retirement Services Specialist role.

Retirement Services

Professional Employment Group
03.2019 - 08.2019
  • Self-motivated, with a strong sense of personal responsibility.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Adaptable and proficient in learning new concepts quickly and efficiently.

Broker Service Representative

TD Ameritrade
10.2018 - 01.2019
  • Studied for the Series 7 exam

Medical Receptionist

Family Physicians of Madison County
12.2014 - 10.2018
  • Coordinated patient scheduling, check-in, check-out and payments for billing.
  • Checked patient insurance, demographic, and health history to keep information current.
  • Maintained strict confidentiality of patient information, adhering to HIPAA regulations and medical office policies.
  • Developed strong relationships with patients, fostering loyalty and trust in the practice''s services.
  • Assisted healthcare providers with administrative tasks, enabling them to focus on quality patient care.

Cashier

Shop N Save
03.2013 - 12.2014
  • Worked flexible schedule and extra shifts to meet business needs.
  • Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
  • Mentored new employees on cashier duties and best practices, improving overall staff performance.
  • Streamlined checkout process for increased efficiency and reduced waiting times.

Education

Civic Memorial High School
Bethalto, IL
06-2012

Skills

  • Retirement planning
  • Teamwork and collaboration
  • Problem-solving
  • Honest and dependable
  • Time management
  • Attention to detail
  • Multitasking
  • Critical thinking
  • Effective communication
  • Adaptability and flexibility
  • Decision-making
  • Task prioritization

Timeline

Retirement Services Specialist

Edward Jones
08.2019 - Current

Retirement Services

Professional Employment Group
03.2019 - 08.2019

Broker Service Representative

TD Ameritrade
10.2018 - 01.2019

Medical Receptionist

Family Physicians of Madison County
12.2014 - 10.2018

Cashier

Shop N Save
03.2013 - 12.2014

Civic Memorial High School

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Jamie Buhr