Branch Office Admin: Client Services & Growth

Edward Jones; Village of Garden City (NY); Sur place; USD 42 000 - 64 000; Plein temps

Avantages offerts par ce poste

Medical and prescription drug coverage

Dental and vision coverage

401k retirement plan

Dependable paid holidays and vacation

Résumé du poste

Edward Jones in the United States is seeking a Branch Office Administrator to provide critical administrative support to a financial advisor or team, helping clients achieve their long-term goals.

You will handle client communications, account processing, scheduling, and marketing support, with six months of training and a broad branch network backing you. This full-time role offers a comprehensive benefits package and opportunities for career growth within a Fortune 500 company.

Qualifications

• Provide exceptional client service via multiple channels.
• Learn and understand the financial services industry and account handling.
• Perform administrative tasks, scheduling, and materials preparation.
• Support marketing initiatives and branch business planning.

Responsabilités

• Client Service: respond to inquiries, resolve issues, build client relationships.
• Account Management: process transactions, transfers, and maintain records.
• Administrative & Operational Support: schedule meetings, prepare materials, update SOPs.
• Technology: learn MoneyGuide, Salesforce, and Microsoft Office tools.

Connaissances

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Outils

MoneyGuide

Salesforce

Microsoft Office

Description du poste

Edward Jones in the United States is seeking a Branch Office Administrator to provide critical administrative support to a financial advisor or team, helping clients achieve their long-term goals.

You will handle client communications, account processing, scheduling, and marketing support, with six months of training and a broad branch network backing you. This full-time role offers a comprehensive benefits package and opportunities for career growth within a Fortune 500 company.