Finance Talent Hub
Edward Jones
Branch Office Administrator - Granby, QC
We are a leading financial services firm dedicated to helping clients achieve their financial goals through personalized solutions and expert guidance. Our branch in Granby, QC, provides a collaborative and supportive environment where our team members thrive. We are looking for a proactive and organized Branch Office Administrator to support our advisors and ensure the smooth operation of our office.
Role Overview
As a Branch Office Administrator, you will be a key member of our team, ensuring efficient office operations and providing exceptional support to our financial advisors and clients. This is a vital role for someone who is detail-oriented, client-focused, and thrives in a fast-paced environment.
Key Responsibilities:
- Provide administrative support to financial advisors, including scheduling, client correspondence, and report preparation.
- Serve as the first point of contact for clients, offering a welcoming and professional experience.
- Manage office operations, including supply inventory, record-keeping, and compliance with company policies.
- Handle client inquiries and requests, ensuring timely and accurate responses.
- Assist with preparing client presentations, investment proposals, and account documentation.
- Coordinate meetings and events for the branch, ensuring all logistical details are managed effectively.
- Support the implementation of office initiatives to enhance client satisfaction and operational efficiency.
Requirements:
- Strong organizational skills with the ability to manage multiple tasks and deadlines.
- Excellent communication and interpersonal skills, with a client-centric approach.
- Proficiency in Microsoft Office Suite and other office software; experience with financial systems is a plus.
- A proactive mindset with a focus on problem-solving and attention to detail.
- Prior experience in an administrative or client service role, preferably within financial services.
- Bilingual in English and French is preferred.
What We Offer:
- Competitive compensation and benefits package.
- Opportunities for professional growth and development.
- A positive and collaborative work environment.
- The chance to make a meaningful impact by supporting clients and advisors in achieving their financial goals.
Application Process:
If you are a motivated and detail-oriented professional looking to join a supportive and dynamic team, we would love to hear from you. Apply today to contribute to our mission of delivering exceptional financial services.
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