Position Details

Type Part-Time

Experience mid

Exp. Years Not specified

Education Not specified

Category Operations & Logistics

About this role

Part-Time Branch Office Administrator at Edward Jones in Hermosa Beach, CA provides client service and branch operational support, leveraging MoneyGuide, Salesforce, and Microsoft Office to manage client interactions and scheduling.

Key Responsibilities

Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions
Account Management: Learn and understand the financial services industry; includes account opening, handling account transfers and other requests at the direction of the financial advisor
Administrative & Operational Support: Schedule appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives
Technology: Learn MoneyGuide, Salesforce, Microsoft Office
SOPs and record-keeping

Technical Overview

Role involves CRM usage, scheduling, documentation, and coordination of branch activities; requires comfort with technology and independent work alongside financial advisors.

Ideal Candidate

The ideal candidate is customer-service oriented with strong organizational abilities, capable of handling client interactions, account management, and administrative tasks in a branch office environment.

Must-Have Skills

Client Service: Provide exceptional service to clients via inbound and outbound callsemailand in-person interactionsAccount Management: Learn and understand the financial services industry; includes account openinghandling account transfers and other requests at the direction of the financial advisorAdministrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasksincluding scheduling appointmentspreparing materials for client meetingsmanaging correspondence and supporting marketing initiativesTechnology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuideSalesforceMicrosoft Office products and other firm-provided software

Tools & Platforms

MoneyGuideSalesforceMicrosoft Office

Required Skills

Client ServiceAccount ManagementAdministrative & Operational SupportTechnology proficiency with MoneyGuideSalesforceMicrosoft OfficeSchedulingDocumentationSOPsCRM

Hard Skills

Customer ServiceAccount ManagementAdministrative TasksSchedulingDocumentationSOPsCRM (Salesforce)

Soft Skills

Analytical ThinkingAttention to DetailAdaptabilityConversational SkillsDigital Tool UtilizationTeam Collaboration

Industry & Role

Industry Finance & Insurance

Job Function Provide client service and administrative support to financial advisors and clients in a branch office

Keywords for Your Resume

branch office administratoredward joneshermosa beach capart-timecustomer serviceaccount managementadministrative & operational supportmoneyguidesalesforcemicrosoft officeschedulingclient meetingscommunicationteam collaborationmarketing initiativesinbound callsoutbound callsrecord keeping

Deal Breakers

Not specified

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