Branch Office Administrator Job in Mississauga

Job Title: Branch Office Administrator
Job Location: Mississauga,ON-Branch 34321
Company/Employer: Edward Jones
Job Type: Full Time
About Us
If you think Edward Jones 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 you.

We believe that building long-term relationships with our nearly 6 million clients is key to serving their needs. Whether it's in Canada or the United States, we're located in the communities where you live and work because that's the best way to get to know you and to help you reach your financial goals.

Job Requirements:
• Excellent customer service skills
• Continuous Learning
• Strong organizational skills
• Attention to detail

Job duties;
Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
• Prepare for appointments
• Provide market information or quotes to clients
• Respond to client inquiries on administrative questions

Office Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes:
• Effective communications with the Financial Advisor
• Management of phone calls and walk-in clients
• Ordering supplies and processing expenses

Account Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include:
• Opening, closing and transferring accounts
• Processing trade and other transactions
• Processing retirement or estate accounts

Business Development: BOAs must support the Financial Advisor in developing the branch through:
• Mailings for marketing
• Follow up with prospective clients and clients
• Implementing client seminars and promoting credit card services.

Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities. Examples include:
• Learning your role through online state of the art e-learning
• Keeping up with system and regulatory changes
• Attending regional and firm activities.

Compensation: Low $30k to mid $30k annually

Deadline Date: 29/01/2014

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