Client Services & Branch Office Administrator

Edward Jones; Bigfork (MT); Sur place; USD 42 000 - 62 000; Plein temps

Avantages offerts par ce poste

Medical & prescription benefits

Dental & vision coverage

Voluntary benefits (accident, hospital

Critical illness

Disability & life insurance

401k retirement plan

Paid holidays and vacation

Volunteer time off

Résumé du poste

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and clients across the United States. You will handle client accounts, communications, and daily operations while contributing to business planning and marketing efforts.

Training lasts six months with mentoring and extensive branch-region-home office support. The role emphasizes personalized client service, relationship building, and collaboration within a large national network.

Qualifications

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account opening, handling transfers and other requests at the advisor's direction.
• Process account transactions, prepare documentation, and maintain accurate client records.

Responsabilités

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Aptitude to learn and understand the financial services industry, including account opening and transfers.
• Administrative & Operational Support: Schedule appointments, prepare materials for client meetings, manage correspondence and support marketing initiatives.
• Technology: Use MoneyGuide, Salesforce, and Microsoft Office and other firm-provided software.

Connaissances

Client service

Account management

Administrative support

Technology literacy

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 (BOA) to support financial advisors and clients across the United States. You will handle client accounts, communications, and daily operations while contributing to business planning and marketing efforts.

Training lasts six months with mentoring and extensive branch-region-home office support. The role emphasizes personalized client service, relationship building, and collaboration within a large national network.