Branch Office Administrator - Marietta - Edward Jones

    Edward Jones
    Edward Jones Marietta

    2 days ago

    Description

    Branch Office Administrator

    We are seeking a Branch Office Administrator to join our team at Edward Jones.

    This role will provide administrative support to financial advisors and clients, ensuring seamless communication and exceptional client experiences.

    • You will be responsible for handling various administrative tasks such as scheduling appointments, preparing materials for client meetings, managing correspondence, supporting marketing initiatives
    • Aptitude to learn about the financial services industry; account opening, handling transfers & other requests;
    • Maintaining accurate records and providing excellent customer service via phone,email,&in-person interactions.Responding inquiries,resolving issues*,&ensuring positive outcomes

      * <i>(using technology like Salesforce)</i>; Skillfully identifying opportunitiesfor additional services;–closely collaborating with referrals sources,internal teams.…

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