Financial Advisor -Medford |
| Financial Advisor Medford, CA Description:A Financial Advisor combines personal skills with all ... |
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Accountant |
| to provide support to the Finance Department in areas of financial statement preparation, account ... |
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Financial Advisor - Allentown |
| Financial Advisor Allentown, PA Description:A Financial Advisor combines personal skills with all ... |
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Branch Office Administrator - Erie, PA - Branch 16461 |
| Have you ever been called a self-starter? Do you feel you are good at coordinating multiple tasks ... |
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Sales Associate |
| “It’s Time For A Change!”
KAEHALL, is well-known for their devotion to the financial ... |
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Investment Associate |
| From day one The Standard has worked hard to make a difference, by being different ... |
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Technical Support Specialist |
| We currently have an opportunity in our Information Systems area for a Technical Support Specialist.... |
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Chief Financial Officer |
| Title: Chief Financial Officer
Department: Finance & Accounting
S... |
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Operations Quality Control Analyst |
| PRIMARY FUNCTION
Responsible for the quality control monitoring and reporting of HTK Operations D... |
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Compliance Administrator |
| Job Purpose:
Maintains quality compliance by identifying regulatory requirements (SEC & FINRA); ... |
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Branch Office Administrator - Beaverton, OR - Branch 21558
| Details |
Country: USA
Location: Oregon-Portland Beaverton
Total applied: 3 |
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Branch Office Administrator - Beaverton, OR - Branch 21558
Have you ever been called a self-starter? Do you feel you are good at coordinating multiple tasks simultaneously? If you answered yes to those questions, the Branch Office Administrator BOA position may be ideal for you. Part administrative - part client development - part customer service, this position requires that you possess the following core competencies- Focus on customer needs Critical thinking capabilities Strong initiative Effective written and verbal communication skills Here's a more detailed look at the daily responsibilities of the BOAResponsibilities Office Administration Planning and preparation of daily activities, maintaining appointments, processing deposits and transactions are all important administrative duties. This position calls for a well-organized person who enjoys multi-tasking, working with technology and people. Customer Service Edward Jones Financial Advisors (FAs) are known for building quality, one-to-one relationships with their customers - and they're able to maintain those relationships with the help of the BOA. When customers have questions, the FA will often depend on the BOA to provide a timely response to a customer. Client Development An effective marketing communications program is only as strong as the person who implements it on a daily basis. At the FA's direction, the BOA updates prospect and client data records, executes direct mail programs, assists with planning seminars, and makes follow-up phone calls to set or confirm appointments. The BOA also helps the FA to deepen existing client relationships by preparing a variety of reports for scheduled appointments and scheduling systematic contact activities. Region/Firm Assistance We ask and expect BOAs to provide administrative assistance to their FA when the FA holds a leadership role in the region, this work generally involves scheduling meetings, sending messages to other branches and compiling reports. Many branches host a trainee FA for several weeks, and we ask BOAs to help new FAs become familiar with processing systems and office recordkeeping. These activities are performed during normal office hours. To improve region performance and support a growing firm, a number of regional support programs have been established to benefit BOAs in the region. While not required, experienced BOAs are encouraged to volunteer for a regional program such as mentoring, BOA meeting planning or presentations or helping with an occasional branch visit, workshop or special project. These contributions are marks of excellence.Requirements Excellent customer service Strong organizational skills Attention to detailSubmit an online resume for prompt consideration for this opportunity. Please include the job code and minimum salary requirements on your correspondence. For more information visit our website at careers.edwardjones.com. careers.edwardjones.com
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