SnowmassRecruiter Since 2001
the smart solution for Snowmass jobs

Branch Office Administrator (Snowmass,CO)

Company: Edward Jones
Location: Snowmass
Posted on: July 7, 2019

Job Description:

Edward Jones is a privately owned Fortune 500 Company known for building quality, one-to-one relationships with our clients through more than 14,000 Financial Advisors (FA) across the United States and Canada. Our goal is to build our branch office network to 20,000 FAs and we are searching for talented individuals to help us achieve that vision! That s why we are looking for Branch Office Administrators to help round out our teams in La Crosse, Onalaska, West Salem, and Sparta, WI. This multi-faceted role is part client service, part client development, and part office management and administration.We Offer: An industry-competitive hourly rate plus bonus eligibility Medical, Dental and Vision Insurance 401(k) Plus Match Paid Holidays and Time Off Tuition Reimbursement and more!Edward Jones FAs are known for building quality, one-to-one relationships with their clients - and they're able to maintain those relationships with the help of the Branch Office Administrator. When clients have questions, the FA will often depend on the Branch Office Administrator to provide a timely response.Other responsibilities will include: Assisting with planning seminars Creating business plans Scheduling systematic contact activities Overseeing appointment setting and schedules Making follow-up phone calls to set or confirm appointments Proactively preparing a variety of reports for scheduled appointments Recognizing opportunities during day-to-day client interactions Updating prospect and client data records Executing direct mail programs Processing deposits and transactionsRequirements: Successful candidates have held previous roles as Administrative Assistant/Office Support, Legal Secretaries, CPA and Nonprofit Support or have come from Finance/Retail Banking/Credit Unions (such as Lead or Vault Teller), Insurance or Financial Services institutions as well as Medical Offices Well-organized multi-tasker who enjoys working with both technology and people Exceptional client and customer service abilities Critical thinking capabilities Strong initiative, with the ability to stay focused and proactive while working independently Effective written and verbal communication skills A focus on detail and accuracy The aptitude to learn and understand the financial services industryAbout Us:If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a Financial Advisor and client. We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals.

Keywords: Edward Jones, Snowmass , Branch Office Administrator (Snowmass,CO), Administration, Clerical , Snowmass, Colorado

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Administration, Clerical Jobs


Part Time Administrative Assistant
Description: Part Time Administrative Assistant wanted for high-end construction company. Must be reliable and have strong phone, computer, and communication skills. Valid driver's
Company: Hansen Construction
Location: Aspen
Posted on: 07/10/2019

Personal Administrative Assistant
Description: Personal Administrative Assistant Private Aspen Estate Plan and coordinate extensive international travel,
Company: Private Aspen Estate
Location: Aspen
Posted on: 07/15/2019

Front Office Agent - AYS - W Aspen - (19099096)
Description: Here's To Your Journey with W Hotels Boldly coloring outside the lines of luxury, W turns the traditional notion of the extravagant hotel on its head. Our irreverent attitude and taste for excess redefine (more...)
Company: Marriott International, Inc.
Location: Aspen
Posted on: 07/23/2019


Data Entry Specialist - (Remote)
Description: Are you in search of a legitimate work-at-home career Look no further than Mommy Jobs Online Are you tired of being in traffic waiting hours to get to work Are you tired of not being able to spend (more...)
Company: Mommy Jobs Online
Location: Aspen
Posted on: 07/13/2019

data entry specialist remote
Description: At Mommy Jobs Online, we value people as our most strategic and competitive asset. We are committed to the development of a performance driven culture that values our employees contributions, opinions, (more...)
Company: Mommy Jobs Online
Location: Grand Junction
Posted on: 07/13/2019

Accounting Technician II, Office Coordinator, Lecturer
Description: Accounting Technician II CMU Must be a colorado resident to apply. Closes after the first 50 applications have been received. This position assist students, employees and others conducting business with (more...)
Company: COLO MESA UNIV HUMAN RESOURCES
Location: Grand Junction
Posted on: 07/18/2019

Box Office Coordinator Auxiliary (0 FTE)
Description: Institution: Colorado Mesa University Location: Grand Junction, CO Category: Admin - Arts and Museum Administration Posted: 07/11/2019 Type: Adjunct/Part-Time ANNOUNCEMENT OF POSITION VACANCY Job Title: (more...)
Company: Colorado Mesa University
Location: Grand Junction
Posted on: 07/16/2019

Entry Level Sales Reps - Part Time - Interview Now - $17.00 base-appt.
Description: Entry Level Sales Reps - Part Time - Interview NowVector Marketing is currently running interviews for part time sales rep positions with an option to work full time. Sales reps sell Cutco products one (more...)
Company: Vector Marketing
Location: Grand Junction
Posted on: 07/23/2019

Receptionist
Description: ReceptionistCPA firm looking
Company: Lindsay Weber
Location: Grand Junction
Posted on: 07/14/2019

Personal Administrative Assistant
Description: Personal Administrative Assistant Personal Administrative Assistant Private Aspen Estate Plan and coordinate extensive international travel, assist with major
Company: Private Aspen Estate
Location: Aspen
Posted on: 07/15/2019

Log In or Create An Account

Get the latest Colorado jobs by following @recnetCO on Twitter!

Snowmass RSS job feeds