Diana Blake
Sr Branch Office Administrator at Edward Jones | Martinsburg, West Virginia, United States
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Diana Blake serves as a pivotal Branch Office Administrator at Edward Jones, where her extensive experience in the financial services industry is instrumental in driving operational efficiency and enhancing client relations. With a Bachelor of Business Administration from Shenandoah University, Diana has honed her skills in administration and management, making her a vital asset to the firm. In her current role, she is responsible for preparing comprehensive reports and materials for client appointments, ensuring that financial advisors have the necessary information to provide tailored advice.
Diana excels in maintaining and updating both prospective and current client data records, which is crucial for delivering personalized service and fostering long-term relationships. Her proactive approach to client engagement includes reaching out to clients to set or confirm appointments, as well as inviting them to face-to-face meetings to review their financial goals and strategies. This not only enhances client satisfaction but also strengthens the overall client-advisor relationship.
In addition to her administrative prowess, Diana's expertise extends to employee training and development, where she plays a key role in onboarding new staff and ensuring they are well-equipped to meet the needs of clients. Her proficiency in Microsoft Word and office management further supports her ability to streamline processes and improve productivity within the branch. With a strong foundation in finance and a commitment to exceptional service, Diana Blake continues to contribute significantly to the success of Edward Jones, helping clients navigate their financial journeys with confidence.
Sr Branch Office Administrator at Edward Jones in November 2024 to Present
Branch Office Administrator at Edward Jones in October 2018 to March 2025
Payroll Representative at Blue Ridge Community and Technical College in June 2013 to August 2018
Program Assistant II in Finance at Blue Ridge Community and Technical College in September 2012 to June 2013
Clinical Supervisor/Program Coordinator at ResCare in July 2010 to April 2011
Quality Service Assistant at ResCare in October 2006 to June 2010
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Shenandoah University, Bachelor of Business Administration (BBA), October 2026
Blue Ridge Community and Technical College, Associate, October 2026
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Organizing
Dependency
Program Management
Independent
Group Work
Payroll
Developmental Disabilities
Account Reconciliation
Finance
Management
Invoicing
Financial Statements
Dependency Management
Time Management
Training
Access
Filing
Data Entry
Software Documentation
Office Management
Budgets
Telephone Skills
Administrative Assistants
Confidentiality
PeopleSoft
Administration
Employee Training
Benefits Administration
Supervisory Skills
Accounts Payable
Outlook
Microsoft Word
Public Speaking
Microsoft Excel
Microsoft Office
Nonprofits
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Discover more about Edward JonesWhat is Diana Blake email address?
Email Diana Blake at [email protected] and [email protected]. This email is the most updated Diana Blake's email found in 2026.
What is Diana Blake phone number?
Diana Blake phone number is 3049953692.
How to contact Diana Blake?
To contact Diana Blake send an email to [email protected] or [email protected]. If you want to call Diana Blake try calling on 3049953692. (updated on September 01, 2024)
What company does Diana Blake work for?
Diana Blake works for Edward Jones
What is Diana Blake's role at Edward Jones?
Diana Blake is Sr Branch Office Administrator
What industry does Diana Blake work in?
Diana Blake works in the Financial Services industry.
Diana Blake Email Addresses
Diana Blake Phone Numbers
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