Branch Office Administrator

Edward Jones; Danville (IL); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading company in financial services is seeking a Branch Office Administrator to provide exceptional client support. In this full-time role, you will assist with client accounts, facilitate communication, and ensure a positive experience. The position offers a supportive environment with comprehensive training and competitive compensation, including health benefits and retirement plans.

Benefits

Comprehensive 6-month training

Health, dental, vision benefits

Retirement plans

Paid time off

Qualifications

• Strong client service skills via phone, email, and in-person.
• Excellent organizational and administrative skills.

Responsibilities

• Deliver exceptional personalized service to clients.
• Assist in annual business planning and marketing activities.
• Maintain accurate client records and process transactions.

Skills

Client Service Skills

Organizational Skills

Administrative Skills

Computer Literacy

Team Collaboration

Tools

Salesforce

Microsoft Office

MoneyGuide

Job description

Join to apply for the Branch Office Administrator role at Edward Jones

Base pay range

$21.00/hr - $22.00/hr

This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Role Overview

As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll support client accounts, facilitate communication, and ensure a positive client experience. This role offers a great opportunity to grow your career in a dynamic environment.

Responsibilities

• Deliver exceptional personalized service to clients, ensuring they feel understood and informed.
• Assist in the annual business planning process to develop strategies for the upcoming year.
• Actively listen for client needs and identify opportunities for additional services.
• Participate in marketing activities, including planning and executing events.
• Provide administrative support such as scheduling, preparing meeting materials, managing correspondence, and supporting marketing initiatives.
• Maintain accurate client records and process account transactions.
• Utilize technology tools like MoneyGuide, Salesforce, and Microsoft Office.

Qualifications

• Strong client service skills via phone, email, and in-person interactions.
• Ability to learn and understand financial services industry basics.
• Excellent organizational and administrative skills.
• Proficiency in computer literacy and willingness to learn new software.
• Team collaboration and adaptability.

Benefits

• Comprehensive 6-month training and ongoing support.
• Supportive and inclusive work environment.
• Competitive compensation with potential merit increases.
• Health, dental, vision, and voluntary benefits.
• Retirement plans and paid time off.

Additional Information

Employment Type: Full-time

Seniority Level: Associate

Job Function: Business, Administrative, Customer Service