Branch Office Administrator: Client Experience & Operations

Edward Jones; Park Ridge (IL); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays

Vacation & sick time

Volunteer time

Job summary

Edward Jones is hiring a Branch Office Administrator to support a financial advisor or a team, delivering seamless client service and handling account-related requests. This full-time role emphasizes relationship-building, operational excellence, and contributing to the branch’s success.

You will participate in comprehensive 6-month training, with extensive regional and home office support, and work within a collaborative network of thousands of colleagues to drive effective client outcomes.

Qualifications

• Strong analytical thinking and attention to detail.
• Adaptability in a dynamic client-focused environment.
• Excellent communication and interpersonal skills.
• Comfort with digital tools and software used in financial services.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account management tasks including openings, transfers, and documentation.
• Support administrative tasks and help implement the branch business plan.
• Utilize MoneyGuide, Salesforce, and Microsoft Office for daily 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 support a financial advisor or a team, delivering seamless client service and handling account-related requests. This full-time role emphasizes relationship-building, operational excellence, and contributing to the branch’s success.

You will participate in comprehensive 6-month training, with extensive regional and home office support, and work within a collaborative network of thousands of colleagues to drive effective client outcomes.