Branch Office Administrator: Client Services & Operations

Van Wert Works; Van Wert (OH); Hybride; USD 29 000 - 32 000; Plein temps

Avantages offerts par ce poste

Medical and prescription drug

Dental

Vision

Voluntary benefits

Disability coverage

Basic life and AD&D

401k retirement plan

HSA/FSA accounts

Paid holidays

Vacation and sick time

Volunteer day

Bonuses and profit sharing

Résumé du poste

Edward Jones in Van Wert, OH is seeking a Branch Office Administrator to provide seamless client support, assist in accounts, and help sustain a positive client experience in a dynamic financial services environment.

This role includes six months of training, a broad support network from branch to home office, and opportunities to contribute to planning, service delivery, and events within a large team.

Qualifications

• Ability to deepen and broaden client relationships.
• Ability to identify opportunities to create efficiency.
• Strong ability to work independently.
• Ability to manage multiple priorities in a deadline driven environment.
• Proficient in current and new office technology.
• Willingness to learn how financial services/markets work.

Responsabilités

• Delivering exceptional personalized service to ensure clients feel understood and informed.
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listen for situations in the clients’ lives that may indicate a need for additional services.
• Driving marketing activities such as planning and executing events.

Connaissances

Client relationships

Efficiency opportunities

Independent work

Multi-priority management

Office technology

Financial services awareness

Description du poste

Edward Jones in Van Wert, OH is seeking a Branch Office Administrator to provide seamless client support, assist in accounts, and help sustain a positive client experience in a dynamic financial services environment.

This role includes six months of training, a broad support network from branch to home office, and opportunities to contribute to planning, service delivery, and events within a large team.