Client-Driven Branch Office Administrator

Edward Jones; Kent (WA); Presencial; USD 42 000 - 64 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Comprehensive training

Strong support network

Team collaboration

Career development

Resumo da oferta

Edward Jones is hiring a Branch Office Administrator to provide seamless support to clients and advisors. You’ll handle client accounts, coordinate communications, and help deliver a positive client experience in a fast-paced branch environment.

You’ll participate in business planning, assist with events, and use tools like Salesforce and Microsoft Office. The role offers structured training, a broad support network, and a path for growth within a privately owned firm.

Qualificações

• Analytical thinking and strong attention to detail required.
• Ability to adapt and communicate effectively with clients.
• Proficient with digital tools and customer relationship software.
• Excellent collaboration with team and advisory staff.

Responsabilidades

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and requests under advisor direction.
• Support administrative tasks and marketing initiatives; help implement the branch business plan.
• Learn the financial services landscape and maintain accurate client records.

Conhecimentos

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Ferramentas

MoneyGuide

Salesforce

Microsoft Office

Descrição da oferta de emprego

Edward Jones is hiring a Branch Office Administrator to provide seamless support to clients and advisors. You’ll handle client accounts, coordinate communications, and help deliver a positive client experience in a fast-paced branch environment.

You’ll participate in business planning, assist with events, and use tools like Salesforce and Microsoft Office. The role offers structured training, a broad support network, and a path for growth within a privately owned firm.