Jack Ballard
Louisville
Summary
Dynamic professional with experience at Edward Jones, adept at enhancing client experiences through effective communication and meticulous recordkeeping. Proven ability to support financial operations while maintaining compliance standards. Strong team collaborator with hands-on problem-solving skills, complemented by proficiency in Microsoft Excel and a commitment to professionalism.
Overview
3
3
years of professional experience
Work History
On-Call Branch Office Administrator
Edward Jones
Bardstown
05.2025 - 08.2025
- Supported two financial advisors by managing scheduling, client calls, and daily operational workflows.
- Assisted with client documentation, form processing, and account transactions with accuracy and discretion.
- Helped maintain compliance standards and organized recordkeeping to ensure smooth branch operations.
- Contributed to a consistent and professional client experience during advisor absences.
Electrician Assistant
Riggs Electrical
Bardstown
05.2022 - 08.2022
- Worked as part of a small team to install receptacles, switches, circuits, and lighting systems.
- Developed strong project coordination, time management, and hands-on problem-solving skills.
- Demonstrated reliability in meeting deadlines and supporting team goals in fast-paced environments.
Education
Bachelor of Arts - Finance
Bellarmine University
Louisville, KY05-2028
Skills
- Microsoft Excel
- Professionalism
- Effective communication
- Team collaboration
- Data entry
Volunteer Experience
- Guthrie Opportunity Center, Helped organize a large holiday auction event benefiting small businesses and local charities.
- St. Joseph Catholic Church - Handy Hands Program, Participated in service projects assisting elderly community members and local shelters with repairs, yard work, and facility upkeep.
Timeline
On-Call Branch Office Administrator
Edward Jones
05.2025 - 08.2025
Electrician Assistant
Riggs Electrical
05.2022 - 08.2022
Bachelor of Arts - Finance
Bellarmine University