Branch Office Administrative Specialist

Edward Jones; Marietta (GA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision coverage

401k retirement plan

Job summary

Edward Jones is hiring a Branch Office Administrator to provide seamless client support, manage accounts, and assist the advisor team. You’ll engage with clients through calls, email, and in-person visits, ensuring a positive experience while supporting the branch’s business plan and marketing initiatives.

The role requires strong communication, organization, and tech skills, with comprehensive training and a large support network across the branch, region, and home office.

Qualifications

• Ability to provide exceptional client service via multiple channels.
• Aptitude to learn financial services industry basics and client account handling.
• Support branch business plan and marketing initiatives.
• Proficiency with firm-provided software and tech tools.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation under direction of the financial advisor.
• Perform administrative tasks, manage scheduling and meetings, and support marketing efforts.
• Learn and use MoneyGuide, Salesforce, and Microsoft Office to streamline operations.

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 provide seamless client support, manage accounts, and assist the advisor team. You’ll engage with clients through calls, email, and in-person visits, ensuring a positive experience while supporting the branch’s business plan and marketing initiatives.

The role requires strong communication, organization, and tech skills, with comprehensive training and a large support network across the branch, region, and home office.