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Branch Office Administrator (Waipahu)

Company: Edward Jones
Location: Waipahu
Posted on: May 18, 2018

Job Description:

Employer is a privately owned Fortune 500 Company known for building quality, one-to-one relationships with our clients through more than 14,000 Financial Advisors (FA) across the United States and Canada. Our goal is to build our branch office network to 20,000 FAs and we are searching for talented individuals to help us achieve that vision! That s why we are looking for Branch Office Administrators to help round out our teams in Honolulu, Kaneohe and Pearl City, HI. This multi-faceted role is part client service, part client development, and part office management and administration.We Offer:

  • An industry-competitive hourly rate plus bonus eligibility
  • Medical, Dental and Vision Insurance
  • 401(k) Plus Match
  • Paid Holidays and Time Off
  • Tuition Reimbursement and more! Employer FAs are known for building quality, one-to-one relationships with their clients - and they're able to maintain those relationships with the help of the Branch Office Administrator. When clients have questions, the FA will often depend on the Branch Office Administrator to provide a timely response. Other responsibilities will include:
    • Assisting with planning seminars
    • Creating business plans
    • Scheduling systematic contact activities
    • Overseeing appointment setting and schedules
    • Making follow-up phone calls to set or confirm appointments
    • Proactively preparing a variety of reports for scheduled appointments
    • Recognizing opportunities during day-to-day client interactions
    • Updating prospect and client data records
    • Executing direct mail programs
    • Processing deposits and transactions Requirements:
      • Successful candidates have held previous roles as Administrative Assistants/Office Support or have come from Retail Banking/Credit Unions, Insurance or Financial Services institutions
      • Well-organized multi-tasker who enjoys working with both technology and people
      • Exceptional client and customer service abilities
      • Critical thinking capabilities
      • Strong initiative, with the ability to stay focused and proactive while working independently
      • Effective written and verbal communication skills
      • A focus on detail and accuracy
      • The aptitude to learn and understand the financial services industry About Us:If you think Employer is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a Financial Advisor and client. We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals.

        Keywords: Edward Jones, Honolulu, Branch Office Administrator (Waipahu), Administration, Clerical, Waipahu, Hawaii

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