About this role
Support Edward Jones branch teams in New York City with advanced administrative duties, client service, and branch operations, leveraging Salesforce and MS Office to improve branch capacity.
Key Responsibilities
- Coordinate daily branch functions and outreach
- Provide advanced administrative support to multiple FAs and CSTs
- Create/update SOPs and contribute to business plan
- Schedule/follow-up on appointments
- Assist with events and seminars
Technical Overview
Technical scope includes Microsoft Office applications and Salesforce Desktop; requires ability to manage multiple systems and support branch planning and events.
Ideal Candidate
The ideal candidate is a mid-level administrative support professional with 3+ years of experience, strong client service skills, and familiarity with Salesforce and Microsoft Office, able to support multiple FAs and CSTs in a New York City context.
Must-Have Skills
Minimum of 3 years of administrative support or customer service experienceBachelor's degree preferred or equivalent experienceSuperior client service skillsworking independently and in a team environmentStrong problem solving and analytical skillsExcellent verbal and written communication skillsOrganizational and time management skills with ability to multi-taskStrong computer and technical skills including effective use of Microsoft Office applicationsand familiarity with Salesforce Desktop preferredComfortable utilizing multiple systems at the same timetroubleshooting and maintaining stakeholder relationshipsCritical thinking along with self-sufficient decision makingAble to work in a fast-pacedteam-oriented environmentquickly learning and applying new and complex informationMust live in New York
Nice-to-Have Skills
Bachelor's degree preferred or equivalent experienceFamiliarity with Salesforce Desktop preferred
Required Skills
Minimum 3 years admin or customer service; superior client service; problem solving; MS Office; Salesforce; communication; organizational skills; multi-tasking; calendar and document management
Hard Skills
Microsoft OfficeSalesforce DesktopSalesforce
Soft Skills
Superior client serviceProblem solvingAnalytical skillsVerbal and written communicationOrganizational and time managementMulti-tasking
Keywords for Your Resume
Tailored Branch Support Service Specialist IInyedward jonesnew yorkadministrative supportcustomer servicemicrosoft officesalesforcesalesforce desktopcalendar managementdocument managementevent planningbranch business planningclient outreachproject workwork with multiple fAstransaction processingoperational supportoffice administrationtrainingMicrosoft OfficeSalesforceSalesforce Desktop
Deal Breakers
Must live in New York, 3+ years in admin or customer service, On-site requirement
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