Edward Jones is recruiting a Branch Office Administrator, to be based in Bengo, Angola.
Duties
- Prepare reports and materials for client appointments
- Update prospective client and client data records
- Proactively contact clients to set or confirm appointments and offer appropriate services
- Contact existing clients to invite them to a face to face meeting with the financial advisor to review their financial goals
- Plan and prepare marketing materials and events with the financial advisor
- Organize and maintain the financial advisor's schedule
- Learn and implement new tools and systems that manage client contacts and increase branch efficiency
Notes
- Only short listed applicants will be contacted
How to Apply