Branch Office Operations Specialist

Edward Jones; Owings Mills (MD); Sur place; USD 42 000 - 62 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision coverage

401k retirement plan + Employee Assoc.

Résumé du poste

Edward Jones in Owings Mills, MD is seeking a Branch Office Administrator to join our client-focused team. You will provide seamless support to financial advisors and clients, handling inbound/outbound calls, emails, and in-person interactions to ensure a positive client experience.

This role offers comprehensive training, a supportive network, and opportunities to contribute to annual business planning, events, and marketing activities while developing your career in a dynamic financial

Qualifications

• Excellent client service via multiple channels (phone, email, in-person).
• Willingness to learn financial services processes (accounts, transfers).
• Support branch business planning, SOP updates, and marketing initiatives.

Responsabilités

• Deliver exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Assist in account opening, handling transfers, and other requests under guidance of the financial advisor.
• Provide administrative support, schedule appointments, prepare materials for client meetings, and maintain client records.
• Support branch business planning and marketing events to enhance client engagement.

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 Owings Mills, MD is seeking a Branch Office Administrator to join our client-focused team. You will provide seamless support to financial advisors and clients, handling inbound/outbound calls, emails, and in-person interactions to ensure a positive client experience.

This role offers comprehensive training, a supportive network, and opportunities to contribute to annual business planning, events, and marketing activities while developing your career in a dynamic financial