Branch Office Administrator: Client-Centric Support & Growth

Edward Jones; Lake Geneva (WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

Dental insurance

Vision insurance

Disability insurance

Life insurance

401k retirement plan

Paid holidays

Vacation time

Volunteer time

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and administrative assistance to a financial advisor or a team of advisors. You will help manage client accounts, communications, and daily operations in a dynamic office environment.

The role offers comprehensive training, a large support network, and opportunities to grow within a private, client-focused firm known for its commitment to associate development and community impact.

Qualifications

• Provide exceptional client service via multiple channels.
• Learn and understand the financial services industry.
• Support administrative tasks and branch operations.
• Be proficient with MoneyGuide, Salesforce, and MS Office.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email and in person.
• Assist in opening accounts, transfers, and other requests per advisor guidance.
• Schedule appointments, prepare materials for client meetings, and support marketing efforts.
• Adopt new technology and update SOPs to streamline branch processes.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and administrative assistance to a financial advisor or a team of advisors. You will help manage client accounts, communications, and daily operations in a dynamic office environment.

The role offers comprehensive training, a large support network, and opportunities to grow within a private, client-focused firm known for its commitment to associate development and community impact.