Financial Services Branch Administrator (Ontario)

Financial Services Branch Administrator (Ontario)

08 Nov
|
Edward Jones
|
Ontario

08 Nov

Edward Jones

Ontario

Support financial advisors and clients at Edward Jones through account administration, personalized service, and robust communication in a branch office.
As a Branch Office Administrator, you will provide administrative support to one or multiple financial advisors. You will support client accounts, facilitate communication, and help create positive client experiences. The position includes account transactions, documentation, scheduling, correspondence, and marketing support.
Key Responsibilities: Deliver personalized service through calls, email, and in-person interactions
Process account transactions and maintain accurate client records
Schedule appointments and prepare materials for client meetings




Support annual business planning and branch strategies
Plan and execute marketing events
Requirements: Analytical thinking and attention to detail
Adaptability and conversational communication skills
Ability to work independently with advisor direction
Strong computer literacy and technology learning willingness
Ability to use Microsoft Office and firm-provided software
Bring client service, account management, and administrative skills to support Edward Jones advisors and the clients they serve.

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📌 Financial Services Branch Administrator (Ontario)
🏢 Edward Jones
📍 Ontario

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