Non-Reg On-Caller

Branch Office Administrator at Edward Jones in Atlanta, providing client service, account management support, and administrative tasks to support advisors and branch operations.

• Provide exceptional client service via calls, email, and in-person interactions
• Manage client accounts and administrative tasks
• Support marketing initiatives and branch business plan
• Update SOPs and ensure accurate documentation
• Use MoneyGuide, Salesforce, and Microsoft Office

Financial services backend support with CRM (Salesforce), planning tools (MoneyGuide), and standard office software in an onsite office setting.

An organized, customer-service oriented administrator with experience supporting financial advisors, handling client accounts, and performing administrative tasks including marketing support.