Branch Office Administrator - Cypress, CA - Branch 15512 |
| Have you ever been called a self-starter? Do you feel you are good at coordinating multiple tasks ... |
|
ADMINISTRATIVE |
| ADMINISTRATIVE - F/T Npt Bch Investment firm needs sharp, articulate, detail oriented, prof'l A... |
|
Farmers Insurance Agent |
| LOOKING FOR FINANCIAL INDEPENDENCE? Our typical Agent is in the top 10% of U.S. income earners.&... |
|
Financial Advisor -Newport Beach |
| Financial Advisor Newport Beach,CA Description:A Financial Advisor combines personal skills with ... |
|
Service Associate |
| Morgan Stanley, one of the nation's largest financial services firms, wants to put your business ... |
|
Branch Office Administrator-Monterey,CA-Branch 08169 |
| Responsibilities Office Administration Planning and preparation of daily activities, maintaining ... |
|
Business Banking Manager Rb 2 |
| Job Description: Manages team of Business Relationship Managers, Business Relationship Associates ... |
|
Sr Business Relationship Mgr |
| Job Description: Exceptional opportunities for talented banking professionals. The SR. BRM is ... |
|
Outside Sales- Earn up to $9,000 per month. |
| 1st National Processing. (FNP) is an Independent Sales Organization/Merchant Service Provider for W... |
|
Regbkg Ag Industry Specialist |
| Job Description: Responsible for soliciting and/or developing and maintaining profitable account ... |
|
|
Branch Office Administrator - Fayetteville, AR - Branch 46148
| Details |
Country: USA
Location: Arkansas-Western Fayetteville
Total applied: 31 |
|
Branch Office Administrator - Fayetteville, AR - Branch 46148
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 BOA.Responsibilities 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
|
| Related jobs |
|
|
Financial Services & Insurance Agent
“The best small business opportunity in America” Farmers Insurance Group offers the best entrepreneurial opportunity in the country today.&...
|
|
|
Investment Consultant
Pacific Life Fund Advisors, LLC, the investment advisor to over $50 billion in assets, has an opening for an Investment Consultant. The individual will assist in the ...
|
|
|
UNIX/Solaris Administrator/SAP
Location: Irvine, CA 92618 Employment Type: Full Time, Temporary/Contract/Project, Employee Expected Duration: 10+ to 15 Years Pay Rate: 55.00 - 60.00 USD /hourDOE ...
|
|
|
Manager of Finance - Sales Compensation / Accounts Payable
MetLife, a leading provider of insurance and other financial services to individual and institutional customers, is seeking a Manager of Finance – Sales Compensation / ...
|
|
|
Business Intelligence Senior Consultant
Business Intelligence – Sr. Consultant
Pacific Southwest- Los Angeles & Irvine Offices
Required skills: Microsoft Access, Hyperion Essbase, Cognos, OBIEE or ...
|
|
|
Financial Advisor/ Orange County
HighlightsAIG Job ID: VALIC-TRN-FA-CHOC1-FLEROBPosition Type: Full Time - RegularLocation: CA-AnaheimRelocation: NoRequirementsEducation: High SchoolExperience: 1-2...
|
|
|
Accountant/ Full Charge Bookkeeper
Job Purpose:
Maintains records of financial transactions by establishing accounts; posting transactions.
Duties:
* Develops system to account for financial ...
|
|
|
SALES
Sales $20K-$50K/mo.P/T R.E. Investing No Exp nec /Will Train 866-239-0426...
|
|
|
Bilingual Receptionist/Entry Level Office Support
DIV.ftb P,DIV.ftb UL,DIV.ftb OL{margin-top:0px;margin-bottom:0px;font-family:Verdana,sans-serif;font-size:smaller;}
Bilingual Receptionist/Entry Level Office Support
...
|
|
|
VP of Risk Management-Compliance and Human Resources
VP of Risk Management-Compliance and Human Resources
Qualifications
Minimum 3 years of experience in compliance at an investment advisory firm or a broker/...
|
|
|