Client-Driven Branch Office Administrator

Edward Jones; Fairbanks (AK); Presencial; USD 34.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical and prescription drug coverage

Dental coverage

Vision coverage

Short- and long-term disability

401k retirement plan

Descripción de la vacante

Edward Jones is seeking a Branch Office Administrator in the United States to support financial advisors, provide exceptional client service, and manage administrative tasks within a bustling branch. You will handle client communications, account activities, scheduling, and marketing support in a collaborative environment.

The BOA role offers comprehensive training, a large support network, and opportunities for professional growth, backed by Edward Jones’ extensive benefits and a client-first

Formación

• Analytical thinking to assess client needs and opportunities.
• Attention to detail to maintain accurate client data and records.
• Adaptability to support a dynamic financial services environment.
• Strong communication skills for client interactions and collaboration.
• Proficiency with MoneyGuide, Salesforce and MS Office tools.
• Ability to work effectively with a team and support branch goals.

Responsabilidades

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Process account transactions, handle transfers, and maintain accurate client records.
• Assist advisors with administrative tasks and branch marketing initiatives.
• Learn the financial services industry, adapt to firm processes, and support the branch business plan.

Conocimientos

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Herramientas

MoneyGuide

Salesforce

Microsoft Office

Descripción del empleo

Edward Jones is seeking a Branch Office Administrator in the United States to support financial advisors, provide exceptional client service, and manage administrative tasks within a bustling branch. You will handle client communications, account activities, scheduling, and marketing support in a collaborative environment.

The BOA role offers comprehensive training, a large support network, and opportunities for professional growth, backed by Edward Jones’ extensive benefits and a client-first