Tracy Essary
Aurora
Summary
Highly skilled Senior Branch Office Administrator with experience in managing a wide variety of administrative tasks. Strengths include overseeing day-to-day operations, ensuring compliance with company policies, and facilitating communication between departments. Demonstrated impact by streamlining processes to increase efficiency and improve customer service. Known for strong leadership skills, problem-solving abilities, and adeptness in handling financial matters.
Several years of experience applying multitasking skills to complete daily duties while resolving issues. Adept in personal time management while greeting visitors, managing phone switchboard and tackling staff requests. Friendly and respectful with positive attitude that creates a warm and inviting office atmosphere.
Overview
28
28
years of professional experience
1983
1983
years of post-secondary education
Work History
Senior Branch Office Administrator
Edward Jones
Monett
03.2014 - Current
- Managed daily operations of branch office to ensure smooth workflow.
- Coordinated client appointments and maintained branch calendar effectively.
- Trained and mentored new staff on office procedures and best practices.
- Processed client transactions accurately using financial software systems.
- Assisted financial advisors with client communications and documentation preparation.
- Organized branch events and community outreach initiatives to enhance visibility.
- Developed office procedures to improve efficiency and service delivery quality.
- Monitored inventory levels of office supplies; placed orders when necessary.
- Ensured compliance with company policies and procedures as well as applicable laws and regulations.
- Conducted research on relevant topics related to the branch office's operations.
- Provided guidance to junior staff members regarding administrative tasks.
- Processed incoming mail; sorted documents according to relevance or urgency.
- Managed daily office operations including ordering supplies, managing equipment maintenance, and scheduling appointments.
- Provided customer service support by responding to inquiries in a timely manner.
- Developed and implemented administrative processes designed to improve efficiency.
- Tracked expenses associated with the branch office's budget; provided regular updates.
- Generated correspondence including letters, memos, emails, presentations.
- Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
- Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
- Replenished office supplies, placing new orders for restocking to maintain inventory.
- Collaborated with administrative support to oversee calendars and prioritize meetings and appointments.
- Coordinated with IT department to resolve technical issues and maintain office software updates.
- Resolved customer complaints or answered customers' questions.
Church Musician
First United Methodist Church
Monett
06.2012 - 03.2014
- Collaborated with choir members to prepare weekly worship music selections.
- Coordinated music schedules for church services and special events.
- Led rehearsals for choir and instrumental ensembles to ensure performance readiness.
Church Secretary
First United Methodist Church
Monett
06.2012 - 03.2014
- Managed church office operations and maintained efficient administrative workflows.
- Coordinated communication between church leadership and congregation members.
- Scheduled appointments and organized church events for effective participation.
- Maintained church records and databases with accurate information management.
- Assisted in preparing materials for services, meetings, and community outreach programs.
- Handled correspondence, including emails, letters, and newsletters to ensure clear updates.
- Implemented office systems to enhance productivity and streamline daily tasks.
- Supported work of pastoral staff in running productive church operations by managing day-to-day clerical needs.
- Coordinated master church calendar with sermons, pastoral vacations and special events.
- Prepared bulletins for weekly attendees.
- Collaborated with technical staff to prepare and post sermon recordings on social media.
- Prepared correspondence, reports, memos and newsletters for church events.
- Assisted in preparing agendas for weekly staff meetings.
- Prepared thank you cards to donors who made financial contributions to the church.
- Received, screened and routed telephone calls.
- Set up audio-visual equipment prior to sermons or special presentations.
- Updated contact information in database system for members of the congregation.
- Provided secretarial assistance to pastors during special projects or events.
- Maintained accurate records of attendance at weekly Sunday school classes.
- Processed incoming mail on a daily basis including sorting, distributing and filing.
- Created invoices for donations received by the church.
- Attended weekly worship services and provided administrative support as needed.
- Entered contributions into accounting software program on a monthly basis.
- Managed reception desk during week to handle guests' needs and field inquiries for church leaders.
- Managed all aspects of data entry into various computer programs.
- Organized and maintained church files, records and documents.
- Ordered office supplies as needed to keep work areas well stocked.
- Maintained inventory of supplies used in the office environment.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Sorted and distributed incoming faxes, letters and emails for office distribution.
- Updated system to organize office documentation, maximizing efficiency and increasing productivity.
- Oversaw staff correspondence, record tracking and data communications, resulting in improved automation of office operations.
- Set up workshops, conferences and meetings by scheduling and reserving rooms and preparing supplies.
Administrative Assistant
Monett R-1 School District
Monett
08.1997 - 06.2012
- Coordinated schedules and meetings for executives and team members.
- Managed office supplies inventory and placed orders as needed.
- Prepared documents and reports for internal and external communication.
- Maintained filing systems to ensure easy access to information.
- Handled incoming calls and directed inquiries to appropriate departments.
- Collaborated with team members to improve office procedures and workflows.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Handled confidential documents in an organized fashion according to established protocol.
- Maintained office supplies inventory by checking stock to determine inventory level.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
- Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Managed database systems containing customer contact information.
- Ensured efficient operation of office equipment such as printers, copiers and fax machines.
- Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
- Proofread content for typo-free emails and documentation.
- Compiled data from various sources into organized reports for review by management team.
- Coordinated and scheduled meetings, including room reservations, catering, and technical setup, for seamless execution.
- Developed and maintained filing systems for confidential documents and records.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
- Updated system to organize office documentation, maximizing efficiency and increasing productivity.
- Conducted research, compiled and typed statistical reports, synthesized information and provided excellent communication to disseminate information throughout organization.
Education
Atkins High School
Atkins, ARSkills
- Office management
- Client coordination
- Financial software
- Compliance assurance
- Attention to detail
- Data organization
- Technical troubleshooting
- Office administration
- Document management
- File maintenance
- Document scanning
- Calendar management
- Bookkeeping
- Mail handling
- Database entry
- Scanning and copying
- Processing expenses
- Event coordination
- Managing office supply inventory
- Spreadsheet development
- Administrative support
- Word processing
- PowerSchool expertise
- Staff training
- [Programming language] expertise
Affiliations
- I love interacting with people whether that is by personal contact or by phone and/or Zoom
- I developed and supported our Student Information System (FileMaker & PowerSchool) when I worked for the school district.
- I was the Music Ministry Leader at my church for over 20 years while working a full time job at the school and during my time as church secretary. This included leading our church choir and the Traditional worship service every Sunday for well over .
References
References available upon request.
Timeline
Senior Branch Office Administrator
Edward Jones
03.2014 - Current
Church Musician
First United Methodist Church
06.2012 - 03.2014
Church Secretary
First United Methodist Church
06.2012 - 03.2014
Administrative Assistant
Monett R-1 School District
08.1997 - 06.2012
Atkins High School