Position Details
About this role
Branch Office Administrator in Fairbanks, AK, providing administrative and client-support services to Edward Jones financial advisors; supports client accounts and branch operations.
Key Responsibilities
- Provide client service via inbound/outbound calls and in-person interactions
- Respond to inquiries and maintain client records
- Handle administrative tasks and support branch initiatives
- Assist with business planning and events
Technical Overview
Non-IT role; uses Microsoft Office and basic financial planning tools; no coding involved.
Ideal Candidate
The ideal candidate is an entry-level BOA capable of delivering client service and administrative support; comfortable with MoneyGuide, Salesforce, and MS Office; strong organizational and communication skills are essential.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
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