Branch Office Admin: Client Services & Operations

Edward Jones; Petoskey (MI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

401k retirement plan

Paid holidays

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients, delivering seamless client service and handling a variety of admin tasks. The role offers training, a large support network, and employment in a collaborative environment.

You will assist with client accounts, communications, and branch operations, helping to implement the annual business plan and contribute to client satisfaction and growth.

Qualifications

• Provide exceptional client service via multiple channels.
• Understand basics of financial accounts and transfers.
• Support administrative and operational tasks for advisors.
• Proficient with standard office software and client databases.

Responsibilities

• Deliver exceptional personalized service to clients via calls, email, and in person.
• Assist in account opening, transfers, and client requests under advisor direction.
• Prepare materials, schedule meetings, and manage communications for client meetings.
• Support marketing initiatives and branch business planning with attention to SOPs.

Skills

Client Service

Account Mgmt

Admin & Ops

Technology

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients, delivering seamless client service and handling a variety of admin tasks. The role offers training, a large support network, and employment in a collaborative environment.

You will assist with client accounts, communications, and branch operations, helping to implement the annual business plan and contribute to client satisfaction and growth.