Winnipeg Full-Time Office Administrator Role
Edward Jones • winnipeg, Canada
Role Description
Step into a rewarding career as a Branch Office Administrator with Edward Jones in Winnipeg, MB. Focus on client relations and provide administrative support that enriches the customer experience.
As a vital member of the branch office, you’ll assist financial advisors in managing client accounts, planning business strategies, and organizing marketing efforts. This role combines independent work with collaborative responsibilities, ensuring you have the support you need while enhancing your skills in a fast-paced environment.
Key Responsibilities:
• Deliver exceptional client service to enhance relationships
• Collaborate on annual planning and service strategy
• Engage with clients through calls, emails, and in-person
• Execute marketing activities and manage schedules
• Utilize MoneyGuide and Salesforce for client documentation
Requirements:
• Strong client service and problem-solving abilities
• Interest in financial services and account management
•...
As a vital member of the branch office, you’ll assist financial advisors in managing client accounts, planning business strategies, and organizing marketing efforts. This role combines independent work with collaborative responsibilities, ensuring you have the support you need while enhancing your skills in a fast-paced environment.
Key Responsibilities:
• Deliver exceptional client service to enhance relationships
• Collaborate on annual planning and service strategy
• Engage with clients through calls, emails, and in-person
• Execute marketing activities and manage schedules
• Utilize MoneyGuide and Salesforce for client documentation
Requirements:
• Strong client service and problem-solving abilities
• Interest in financial services and account management
•...