Branch Office Administrator: Client Care & Growth

Edward Jones; Erie (CO); On-site; USD 40,000 - 58,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays and vacation time

Disability insurance

Employee assistance program

Job summary

Edward Jones, a Fortune 500 financial services firm, seeks a Branch Office Administrator to provide seamless client support and administrative assistance to one or more financial advisors. You will foster strong client relationships, help manage accounts, and contribute to branch operations in a fast-paced, client-centric environment.

This full-time role emphasizes delivering personalized service, collaborating with a large support network, and participating in business planning and marketing

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry including account opening and transfers.
• Provide administrative and operational support under the direction of a financial advisor.
• Proficiency with firm-provided software and general technology tools.

Responsibilities

• Assist in developing and maintaining client relationships across the branch.
• Support annual business planning and marketing initiatives.
• Coordinate and prepare materials for client meetings and events.
• Maintain accurate client records and documentation.

Skills

Client service

Account management

Administrative tasks

Technology skills

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones, a Fortune 500 financial services firm, seeks a Branch Office Administrator to provide seamless client support and administrative assistance to one or more financial advisors. You will foster strong client relationships, help manage accounts, and contribute to branch operations in a fast-paced, client-centric environment.

This full-time role emphasizes delivering personalized service, collaborating with a large support network, and participating in business planning and marketing