Janice Maxwell Email

Branch Office Administrator @ Edward Jones

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Janice Maxwell Location

Concord, NC, US

Janice Maxwell Work

2025 -now Branch Office Administrator @
2024 -2025 Office Administrator @
2014 -2024 Administrative Professional @ Spangler Companies, Inc.
2006 -2013 Compliance Specialist @
2003 -2006 Project Manager @ Global WEALTH INVESTMENT MANAGEMENT
2001 -2003 Investment Operations Manager @ Bank of America
2001 -2001 Registered Sales Assistant @ First Union National Bank
1999 -now CAP and IRA Phone Center - Customer Service Specialist @ First Union National Bank

Janice Maxwell Skills

Deposits
Accounts Receivable (AR)
Company Secretarial Work
Phone Manner
Client Onboarding
Multitasking
Customer Service Representatives
Teamwork
Workload Prioritization
Etiquette
Time Management
Leadership
Expediting
Embraces Change
Coordinate Meetings
Service Standards
Office Procedures
Creative Problem Solving
Professional Skills
Sensitive Information
Cash Handling
File Systems
Billing Process
Relationship Building
Critical Thinking
Financial Statement Analysis
Database Systems
Microsoft Products
Microsoft Applications
Customer Experience
Written Communication
Easily Adaptable
Inventory Management
Client Relations
Accounts Payable & Receivable
Skilled Multi-tasker
Biblical Studies
Attention to Detail
Team Collaboration
Coordinating Meetings
Multi-task & Handle High-volume Workloads
Microsoft Outlook
Photocopiers
Front Office Operations
Travel Arrangements
Interpersonal Skills
Executive Administrative Assistance
Confidentiality
Individual Retirement Accounts (IRA)
Rentals
Microsoft Office
Accounts Payable (AP)
Retail Replenishment
Operational Efficiency
Tax Reporting
Compliance Monitoring
Account Management
Client Prospecting
Recurring Billing
Personal Assistance
ACATS
Credit Card Reconciliation
Administration
Investment Compliance
Investment Clients
Attitude Change
Compliance Training
Compliance Operations
Event Planning
General Administration
Office Organization
Managing Managers
Greeting Customers
Post Processing
Labor Relations
Records Management
General Accounts
Online Data Entry
Spreadsheets
Databases
Data Entry
Computer Literacy
Basic Accounting
Receptionist Duties
Office Equipment
Organization Skills
Office Administration
Phone Etiquette
Project Management
Microsoft Excel
Customer Service
Training
Research Skills
Communication
Analytical Skills
Problem Solving
Presentations
English
Administrative Assistance

Janice Maxwell Summary

Janice Maxwell, based in Concord, NC, US, is currently a Branch Office Administrator at Edward Jones. Janice Maxwell brings experience from previous roles at Cerity Partners, Spangler Companies, Inc., Bank of America and Global WEALTH INVESTMENT MANAGEMENT. With a robust skill set that includes Deposits, Accounts Receivable (AR), Company Secretarial Work, Phone Manner, Client Onboarding and more. Janice Maxwell has 1 emails on RocketReach.