Branch Office Admin & Client Services Lead

Edward Jones; Zelienople (Butler County); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Benefits package

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients, providing account support, scheduling, and communications. The role emphasizes service, accuracy, and collaboration with a large team across the branch network.

You will help manage client inquiries, assist with events and business planning, and use tools like MoneyGuide, Salesforce, and MS Office to streamline processes.

Qualifications

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn and understand the financial services industry and handle account transfers and other requests at the direction of the financial advisor.
• Administrative & Operational Support: Work independently at the direction of the financial advisor and handle various administrative tasks, including scheduling and preparing materials.
• Technology: Strong computer literacy with willingness to learn MoneyGuide, Salesforce, Microsoft Office products and other firm‑provided software.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Develop and maintain relationships with clients, referral sources, and internal teams.
• Assist in account openings, transfers and documentation as directed by advisors.
• Schedule appointments and prepare materials for client meetings.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients, providing account support, scheduling, and communications. The role emphasizes service, accuracy, and collaboration with a large team across the branch network.

You will help manage client inquiries, assist with events and business planning, and use tools like MoneyGuide, Salesforce, and MS Office to streamline processes.