Branch Office Administrator: Client Service & Ops

Edward Jones; Gresham (OR); Vor Ort; USD 42.000 - 60.000; Vollzeit

Benefits dieser Stelle

Medical benefits

401k retirement plan

Paid holidays

Zusammenfassung

Edward Jones, a Fortune 500 financial services firm, is seeking a Branch Office Administrator to support financial advisors in delivering exceptional service and cultivating client relationships. This role emphasizes account management, administrative tasks, and collaboration across a large team.

The BOA will participate in business planning, drive client engagement, and assist with events and daily operations as part of a dynamic branch team.

Qualifikationen

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

Aufgaben

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Process account transactions and maintain accurate client records.
• Schedule appointments and prepare materials for client meetings.
• Support marketing initiatives and branch business planning.

Jobbeschreibung

Edward Jones, a Fortune 500 financial services firm, is seeking a Branch Office Administrator to support financial advisors in delivering exceptional service and cultivating client relationships. This role emphasizes account management, administrative tasks, and collaboration across a large team.

The BOA will participate in business planning, drive client engagement, and assist with events and daily operations as part of a dynamic branch team.