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Edward Jones is looking to hire a Branch Office Administrator in Estevan, SK.
Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator (BOA) may be the perfect position for you.
This position requires that you possess the following skills:
Client Service
Communication
Initiative
Organization
Continuous Learning
Each global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator.
Here's a more detailed look at your day:
Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
Prepare for appointments
Provide market information or quotes to clients
Respond to client inquiries on administrative questions
Office Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes:
Effective communications with the Financial Advisor
Management of phone calls and walk-in clients
Ordering supplies and processing expenses
Account Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include:
Opening, closing and transferring accounts
Processing trade and other transactions
Processing retirement or estate accounts
Business Development: BOAs must support the Financial Advisor in developing the branch through:
Mailings for marketing
Follow up with prospective clients and clients
Implementing client seminars and promoting credit card services.
You will play an important role to the success of your branch office. Your payoff is competitive salary and benefits with opportunities for bonuses and ownership in the firm.
Essential Skills
- Document use
- Oral communication
- Problem solving
- Decision making
- Critical thinking
- Computer use
- Continuous learning
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