Client-Focused Finance Office Administrator

Edward Jones; Friday Harbor (WA); Presencial; USD 42.000 - 54.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical benefits

Dental benefits

Vision benefits

Disability insurance

Life insurance

401k plan

Health savings account

Flexible spending account

Paid holidays & vacation

Descripción de la vacante

Edward Jones in Friday Harbor, WA is seeking a Branch Office Administrator to provide essential client support, account processing, and collaboration with financial advisors. You will assist with account openings, transfers, and documentation while maintaining accurate records and delivering a positive client experience.

You’ll complete comprehensive training, benefit from a broad support network, and contribute to branch planning in a collaborative, client‑focused environment.

Formación

• Provide exceptional client service and build strong relationships.
• Process account-related requests and maintain accurate records.
• Support branch activities and adherence to procedures.

Responsabilidades

• Provide inbound/outbound client support via calls, email, and in-person interactions.
• Assist with account openings, transfers, and documentation.
• Schedule meetings and prepare materials for client discussions.
• Support marketing initiatives and branch business planning.

Conocimientos

Client service

Account management

Administrative tasks

Technology literacy

Communication

Herramientas

MoneyGuide

Salesforce

Microsoft Office

Descripción del empleo

Edward Jones in Friday Harbor, WA is seeking a Branch Office Administrator to provide essential client support, account processing, and collaboration with financial advisors. You will assist with account openings, transfers, and documentation while maintaining accurate records and delivering a positive client experience.

You’ll complete comprehensive training, benefit from a broad support network, and contribute to branch planning in a collaborative, client‑focused environment.