Branch Office Administrator: Client Experience & Ops

Edward Jones; Lake Orion (MI); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical & dental benefits

401(k) retirement plan

Bonuses and profit sharing

Job summary

Edward Jones is seeking a Branch Office Administrator to join our team and provide essential administrative support to financial advisors. You will help clients with inquiries, manage accounts, and coordinate communications to ensure a seamless experience.

You’ll participate in a comprehensive six-month training program, with a broad support network across the branch and region. This is a fantastic entry point into a rewarding financial services career.

Qualifications

• Client service experience providing inbound/outbound support.
• Ability to learn financial services industry including account opening and transfers.
• Strong administrative and organizational skills with attention to detail.

Responsibilities

• Support client accounts and facilitate communication for a positive client experience.
• Process account transfers and other requests under advisor direction.
• Prepare materials for client meetings and support branch business planning.

Skills

Customer Service

Account Management

Administrative Skills

Communication

Tech Proficiency

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to join our team and provide essential administrative support to financial advisors. You will help clients with inquiries, manage accounts, and coordinate communications to ensure a seamless experience.

You’ll participate in a comprehensive six-month training program, with a broad support network across the branch and region. This is a fantastic entry point into a rewarding financial services career.