Summary
Overview
Work History
Education
References
Timeline
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Natalie Kennedy

Idaho Falls

Summary

Experienced administrative professional with over a decade of combined success in financial services and county government operations. Served as a Senior Branch Office Administrator and Service Specialist II at Edward Jones, managing financial administration for over 400 client households, ensuring compliance with regulatory standards and independently operating the branch during extended advisor absences. Recently served as the Administrative Secretary to the Bonneville County Commissioners and currently a Human Resources Generalist for Bonneville County, where I support local county government operations. Known for my organizational skills, confidentiality, integrity, multi-tasking and operational skills. Trusted with discretion, accuracy, and a strong commitment to ethical service in both financial and governmental settings.

Overview

2026
2026
years of professional experience

Work History

Human Resources Generalist

Bonneville County
08.2024 - Current
  • Handled new-hire orientation
  • Ensured legal compliance by staying current with federal and state regulations, reducing potential risks
  • Work with payroll to coordinate and manage employee FMLA and Worker's Comp. etc
  • Maintained personnel and medical records in compliance
  • Field employee inquiries related to insurance, vacation, sick leave and employee assistance
  • Assist with open enrollment
  • Process FMLA (Family Medical Leave Act) paperwork for employees that need time off
  • Process Worker's Compensation Claims and work directly with Intermountain Claims
  • Update job descriptions
  • Post job opennings and work with supervisors in the onboarding process
  • Pre-employment scheduling of drug testing and background checks

Service Specialist II

Edward Jones Investments
  • Provided Tier II operational support and to Edward Jones branches nationwide
  • Served as a subject matter expert in areas such as account transfers (ACAT/Non-ACAT), Retirement account maintenance, RMD processing, document review
  • Contributed to knowledge based updates and workflow improvements adopted firm wide
  • Collaborated with Compliance and Legal teams to resolve escalated client issues and ensure procedural integrity
  • Consistently met or exceeded performance metrics related to service quality, response time, and customer satisfaction scores.
  • Achieved high levels of productivity by optimizing workload management methods and prioritizing tasks according to urgency.
  • Member of the Transfer Rollover Peer Recognition Team. Recognized team members for excellent service or helping other in the department
  • Answer a high volume of phone calls from Financial Advisors and Branch Office Associates when they have account/transfer questions
  • Training in team building and customer service skills
  • Maintained accurate records of all customer interactions for reporting purposes and ongoing process improvements
  • Handled escalated customer concerns with professionalism, resulting in improved relationships
  • Collaborated with team members to develop new strategies for improving service quality and efficiency


Bonneville County Administrative Secretary

Bonneville County Commissioners Office
  • Provide direct administrative support to the Commissioners, including meeting preparation, calendar management, and correspondence
  • Paid bills for the County Building and Maintenance Department
  • Draft and proofread official communications, meeting agendas and public notices
  • Knowledge of local government opperations
  • Maintained accurate records
  • Coordinate public meetings and hearings
  • Greeted incoming visitors professionally and provided friendly, knowledgeable assistance
  • Conducted research on behalf of Commissioners as required to support informed decision-making processes within the organization
  • Organized the County Surplus event
  • Safeguarded sensitive information by applying strict confidentiality in the handling of documents and communications

Senior Branch Office Administrator

Edward Jones Investments
  • Manage over 400 households
  • Handle all of the office duties and assist the advisor, as well as helping clients
  • Organized wholesaler and product partner meetings and dinners for clients and new prospects
  • Organized and hosted our regional Top Performer awards banquet
  • Research information for the Financial Advisor
  • Communicate with different firms, mutual fund and insurance companies to solve problems and provide the best service
  • Be flexible and able to handle change and new challenges as they are presented
  • Take initiative and anticipate the next steps needed without having to be told
  • Handle estates and process them in a timely manner
  • Attention to details
  • Processing financial transactions within deadlines
  • Creating documents and processing transfers, wiring money, setting up reoccurring transfers and payments.
  • Pay bills and ordering office supplies
  • Developed and implemented marketing plans and customer relations events
  • Provided outstanding customer service skills for both internal and external customers

Education

Financial And Investments

Edward Jones Job Training
St Louis, MO, Idaho And Remote

Criminal Justice

San Antonio College
San Antonio, TX

High School Diploma -

Douglas MacArthur High School
San Antonio, TX
05.1992

References

Kayla Lawrence - Bonneville County

Cell- (208) 881-8773


Candice Coderre - Edward Jones Investments

Cell- (208) 313-7265 Office- (208) 745-6428

 




Timeline

Human Resources Generalist

Bonneville County
08.2024 - Current

Service Specialist II

Edward Jones Investments

Bonneville County Administrative Secretary

Bonneville County Commissioners Office

Senior Branch Office Administrator

Edward Jones Investments

Financial And Investments

Edward Jones Job Training

Criminal Justice

San Antonio College

High School Diploma -

Douglas MacArthur High School

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