Branch Office Administrator: Client Service & Growth

Edward Jones; Forsyth (IL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision benefits

401(k) retirement plan

Paid holidays (10) & vacation (15 days

Job summary

Edward Jones is seeking a Branch Office Administrator to provide essential client support and administrative assistance for a team of financial advisors. You will help manage client accounts, facilitate communications, and contribute to a positive client experience.

The role includes onboarding responsibilities, account transfers, scheduling, meeting preparation, and support for marketing initiatives, with comprehensive training and a broad support network.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry including account opening and transfers.
• Support administrative tasks, scheduling, materials for meetings, and marketing initiatives.

Responsibilities

• Assist in client account management and ensure accurate client records.
• Process account transactions and prepare required documentation as directed by the advisor.
• Support branch operations and contribute to the annual business plan with SOP improvements.
• Utilize firm software and tools to enhance client experience.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide essential client support and administrative assistance for a team of financial advisors. You will help manage client accounts, facilitate communications, and contribute to a positive client experience.

The role includes onboarding responsibilities, account transfers, scheduling, meeting preparation, and support for marketing initiatives, with comprehensive training and a broad support network.