Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, deliver exceptional client service, manage account transactions, and use MoneyGuide, Salesforce, and Microsoft Office.
Edward Jones: Provides personalized financial advice and wealth management services.
Strong client service, communication, administrative, analytical, organizational, and computer skills; ability to learn financial services, manage accounts, support advisors, and use firm technology.
America's Mailbox: Provides mail forwarding and residency services for nomadic travelers.
Provide member support and account management, process payments and transactions, review USPS Form 1583 and mail service agreements, maintain confidential records, strong MS365/Excel and data entry skills, attention to detail.
Microsoft 365, Microsoft Excel, Microsoft Word, Microsoft Outlook, CRM