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Branch Office Administrative Assistant - Financial Services. Job in Almont Gr8Jobs
Job Description
Edward Jones is seeking a Branch Office Administrator for our Springfield, VT office. In this client-focused operations role, you will support a financial advisor by managing daily branch administration, scheduling, documentation, and client interactions. Responsibilities include greeting clients, processing forms, maintaining records, and ensuring compliance with firm standards. You'll receive comprehensive training, support for professional growth, and the opportunity to build long-term client relationships in a collaborative, community-oriented environment. Responsibilities Greet clients and manage in-branch client experience Schedule and confirm client appointments and meetings Process client paperwork and maintain accurate records Support financial advisor with account opening and maintenance Handle incoming calls, emails, and client inquiries Manage branch calendars, correspondence, and filing Perform cash handling and basic transaction processing Coordinate branch marketing mailings and local events Ensure compliance with firm and regulatory procedures Maintain an organized, professional office environment Required Skills Client service Office administration Data entry and accuracy Scheduling and calendar management Financial paperwork processing Regulatory and procedural compliance Telephone and email communication Recordkeeping and filing systems Basic financial terminology CRM or client database software