Branch Office Administrator: Client-Focused Support

Edward Jones; Marion (IN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive training

Benefits package

Career growth opportunities

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide vital client support and streamline operations. You will assist financial advisors, manage client accounts, and help deliver a superior client experience across calls, emails, and in-person interactions.

This full-time position offers comprehensive training, extensive back-office support, and opportunities to grow within a privately owned firm focused on client outcomes.

Qualifications

• Experience in client service or financial services support preferred.
• Ability to learn the financial services industry and processes quickly.
• Strong communication, organization, and multitasking skills.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and other requests as directed by the financial advisor.
• Prepare materials for client meetings and support marketing initiatives.
• Schedule appointments and manage correspondence; support branch business planning.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to provide vital client support and streamline operations. You will assist financial advisors, manage client accounts, and help deliver a superior client experience across calls, emails, and in-person interactions.

This full-time position offers comprehensive training, extensive back-office support, and opportunities to grow within a privately owned firm focused on client outcomes.