Molalla, OR - Branch Office Assistant

Branch #: 33005 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 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 Investment Representatives IRs 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 IR 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 IR'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 IR 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 IR when the IR 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

*

You may also apply directly through the Edward Jones on-line resume form: