Position Details
About this role
Non-Reg On-Caller role supporting Edward Jones branch operations in Waynesboro, PA with client service, account support, and basic marketing activities; utilizes standard tooling to assist advisors.
Key Responsibilities
- Provide client service and support to branch clients
- Maintain client accounts and communications
- Support branch business planning and marketing activities
- Use MoneyGuide, Salesforce, and Microsoft Office to streamline tasks
- Respond to client inquiries via calls, email, and in-person interactions
Technical Overview
Non-technical administrative role requiring familiarity with MoneyGuide, Salesforce, and Microsoft Office; emphasis on client service and branch support.
Ideal Candidate
The ideal candidate is a part-time BOA-style administrator with strong client service and admin skills, proficient with MoneyGuide, Salesforce, and MS Office, able to support a Waynesboro-based branch.
Must-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Must be able to work in Waynesboro, PA, Part-time schedule, No explicit finance experience
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