Branch Assistant-wisconsin Rapids, Wi-branch 09340
Edward Jones (Green Bay/Appleton, Wisconsin)

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Have you ever been called a self-starter? Do you feel you are good at coordinating multiple tasks simultaneously? If you answered yes to those questions, the Branch Assistant position may be ideal for you. Part administrative - part client development - part customer service, this position requires that you possess the following core competencies -
-Focus on customer needs
-Critical thinking capabilities
-Strong initiative
-Effective written and verbal communication skills

Here's a more detailed look at the daily responsibilities of the branch assistant.

Responsibilities
Office Administration
Planning and preparation of daily activities, maintaining appointments, processing deposits and transactions are all important administrative duties. This position calls for a well-organized person who enjoys multi-tasking, working with technology and people.

Customer Service
Edward Jones Financial Advisors -FAs- are known for building quality, one-to-one relationships with their customers - and they're able to maintain those relationships with the help of the branch assistant. When customers have questions, the FA will often depend on the branch assistant to provide a timely response to a customer.

Client Development
An effective marketing communications program is only as strong as the person who implements it on a daily basis. At the FA's direction, the branch assistant updates prospect and client data records, executes direct mail programs, assists with planning seminars, and makes follow-up phone calls to set or confirm appointments. The branch assistant also helps the FA to deepen existing client relationships by preparing a variety of reports for scheduled appointments and scheduling systematic contact activities.

Region/Firm Assistance
We ask and expect branch assistants to provide administrative assistance to their FA when the FA holds a leadership role in the region, this work generally involves scheduling meetings, sending messages to other branches and compiling reports. These activities are performed during normal office hours.

Requirements
-Excellent customer service
-Strong organizational skills
-Attention to detail

Submit an online resume for prompt consideration for this opportunity. Please include the job code and minimum salary requirements on your correspondence. For more information visit our website at careers.edwardjones.com.