Branch Office Admin: Client Services & Growth

Edward Jones; East Tawas (MI); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401k retirement plan

Paid holidays

Vacation days

Volunteer day

Job summary

Edward Jones is seeking a Branch Office Administrator to provide frontline client service, handle accounts and administrative tasks, and support financial advisors in delivering exceptional service. This full-time role offers comprehensive training and a broad support network spanning branch, region, and home office.

You will respond to inquiries via phone, email, and in person, process account transfers, maintain client records, and contribute to annual planning and marketing activities.

Qualifications

• Client service experience via calls, email, and in-person interactions.
• Account opening and transfer handling knowledge.
• Proficiency with MoneyGuide, Salesforce, and MS Office.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry; handle account opening and transfers as directed.
• Perform administrative tasks, schedule appointments, and support marketing initiatives.
• Utilize technology and processes to streamline branch operations and support the advisor team.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide frontline client service, handle accounts and administrative tasks, and support financial advisors in delivering exceptional service. This full-time role offers comprehensive training and a broad support network spanning branch, region, and home office.

You will respond to inquiries via phone, email, and in person, process account transfers, maintain client records, and contribute to annual planning and marketing activities.