Branch Office Administrative Specialist

Edward Jones; London (KY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Paid holidays

Vacation days (15)

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients within a fast-paced branch Environment. You will manage client communications, assist with accounts and transactions, and coordinate administrative tasks to ensure a quality client experience.

The role offers comprehensive training and a large support network, with opportunities to grow within a private, client-focused firm that values inclusion and performance.

Qualifications

• Client service via inbound/outbound calls, email and in-person interactions
• Account opening, transfers and other requests under advisor guidance
• Independent work with strong administrative execution
• Proficiency with common software and willingness to learn MoneyGuide, Salesforce, MS Office

Responsibilities

• Provide exceptional client service and build relationships with clients, referral sources, and internal teams
• Support account management tasks including openings, transfers, and documentation
• Perform administrative and operational tasks, schedule appointments, prepare materials, and support marketing initiatives
• Adapt to new technology and firm-provided software to streamline processes

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients within a fast-paced branch Environment. You will manage client communications, assist with accounts and transactions, and coordinate administrative tasks to ensure a quality client experience.

The role offers comprehensive training and a large support network, with opportunities to grow within a private, client-focused firm that values inclusion and performance.