Branch Office Admin & Client Services

Edward Jones; Mission Viejo (CA); Sur place; USD 45 000 - 65 000; Plein temps

Avantages offerts par ce poste

Medical benefits

Dental & Vision

401k retirement plan

Paid holidays & vacation

Résumé du poste

Edward Jones is hiring a Branch Office Administrator to join a growing team that supports financial advisors and their clients. You will help manage client accounts, handle communications, and streamline branch operations to deliver a positive client experience.

The role emphasizes proactive service, collaboration with a large network, and opportunities to contribute to business planning and client growth. Training and regional support are highlights of this position.

Qualifications

• Analytical thinking to resolve client inquiries and plan tailored financial solutions.
• Attention to detail to maintain accurate client records and documentation.
• Adaptability to support evolving client needs and firm processes.

Responsabilités

• Provide exceptional client service via calls, emails, and in-person interactions.
• Assist with account management: opening, transfers, and processing, under advisor guidance.
• Offer administrative and operational support: scheduling, meeting prep, marketing support, SOP updates.

Connaissances

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Outils

MoneyGuide

Salesforce

Microsoft Office

Description du poste

Edward Jones is hiring a Branch Office Administrator to join a growing team that supports financial advisors and their clients. You will help manage client accounts, handle communications, and streamline branch operations to deliver a positive client experience.

The role emphasizes proactive service, collaboration with a large network, and opportunities to contribute to business planning and client growth. Training and regional support are highlights of this position.