Branch Office Administrator - Client Experience & Ops

Edward Jones; Brookville (IN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays

Vacation days

Job summary

Edward Jones is hiring a Branch Office Administrator to provide essential client service and support to financial advisors. You will help manage client accounts, communicate effectively, and uphold high service standards in a dynamic branch environment.

You will support scheduling, documentation, and marketing initiatives while leveraging tools like MoneyGuide, Salesforce, and Microsoft Office to streamline workflows and enhance the client experience.

Qualifications

• Analytical mindset to interpret client needs and make sound recommendations.
• Attention to detail to maintain accurate client records and documents.
• Adaptability to handle changing client situations and priorities.
• Strong communication skills for client interaction, both written and verbal.
• Proficiency with financial planning tools and standard office software.

Responsibilities

• Provide exceptional client service via calls, emails, and in-person interactions.
• Assist in client account openings, transfers, and documentation under advisor direction.
• Perform administrative tasks and support branch operations to execute the business plan.
• Utilize technology tools (MoneyGuide, Salesforce, MS Office) to improve efficiency.

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 essential client service and support to financial advisors. You will help manage client accounts, communicate effectively, and uphold high service standards in a dynamic branch environment.

You will support scheduling, documentation, and marketing initiatives while leveraging tools like MoneyGuide, Salesforce, and Microsoft Office to streamline workflows and enhance the client experience.