Branch Office Administrator | Client Impact & Growth

Edward Jones; DeLand (FL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Paid holidays & vacation

Retirement plan

Job summary

Edward Jones seeks a Branch Office Administrator in the United States to provide seamless client and advisor support, handling accounts, communications, and daily operations.

This role emphasizes delivering exceptional service, assisting in business planning, and coordinating events, with comprehensive training and a broad support network. It offers growth within a privately held firm prioritizing people.

Qualifications

• Provide exceptional client service via multiple channels (inbound/outbound calls, email, in-person).
• Assist in account openings, transfers, and documentation under advisor direction.
• Perform administrative tasks and support marketing initiatives; follow SOPs and branch plans.

Responsibilities

• Deliver outstanding service to clients and maintain strong relationships.
• Support annual business planning and strategy development for the branch.
• Coordinate events and marketing activities to drive engagement.
• Operate and learn firm-provided software and technology tools.

Skills

Client Service

Account Management

Administrative Skills

Tech Literacy

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones seeks a Branch Office Administrator in the United States to provide seamless client and advisor support, handling accounts, communications, and daily operations.

This role emphasizes delivering exceptional service, assisting in business planning, and coordinating events, with comprehensive training and a broad support network. It offers growth within a privately held firm prioritizing people.