Full-Time Branch Office Administrator (Airdrie)

Full-Time Branch Office Administrator (Airdrie)

06 Oct
|
Edward Jones
|
Airdrie

06 Oct

Edward Jones

Airdrie

Join a financial services firm where your contributions are valued. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

Edward

Jones associates are seen, heard, respected, and supported. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients.

You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Driving marketing activities such as planning and executing events Digital Tool Utilization Account Management:



Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor.

Process account transactions, prepare documentation, and maintain accurate client records.

Administrative & Operational Support: Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives.

Technology: Strong computer literacy with willingness to learn current technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

At Edward

Jones, we are building a place where everyone feels like they belong.

Edward

Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #

📌 Full-Time Branch Office Administrator (Airdrie)
🏢 Edward Jones
📍 Airdrie

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