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Branch Office Administrator (Snowmass)

Company: Edward Jones
Location: Snowmass
Posted on: July 10, 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. by Jobble

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

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