Client-Focused Branch Office Administrator

Edward Jones; Dunkirk (MD); Sur place; USD 42 000 - 66 000; Plein temps

Avantages offerts par ce poste

Comprehensive benefits package

401(k) retirement plan

Paid holidays and vacation

Résumé du poste

Edward Jones is seeking a Branch Office Administrator to partner with financial advisors in delivering exceptional client service and ensuring smooth client experiences. You will support client accounts, communication, and a positive service environment within a busy branch.

You will take part in business planning, collaborate with a large professional network, and contribute to marketing activities while utilizing MoneyGuide, Salesforce, and Microsoft Office tools.

Qualifications

• Analytical thinking to assess client needs and issues.
• Attention to detail in handling client data and transactions.
• Adaptability to support a dynamic financial services environment.
• Strong communication with clients and colleagues.
• Proficiency with digital tools used in client service and sales.
• Ability to work collaboratively with a team.

Responsabilités

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and requests as directed by the advisor.
• Perform administrative tasks and support marketing initiatives for branch operations.
• Demonstrate proficiency with firm-provided software and tools such as MoneyGuide, Salesforce, and Microsoft Office.

Connaissances

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Outils

MoneyGuide

Salesforce

Microsoft Office

Description du poste

Edward Jones is seeking a Branch Office Administrator to partner with financial advisors in delivering exceptional client service and ensuring smooth client experiences. You will support client accounts, communication, and a positive service environment within a busy branch.

You will take part in business planning, collaborate with a large professional network, and contribute to marketing activities while utilizing MoneyGuide, Salesforce, and Microsoft Office tools.