Branch Office Administrator: Client Service & Operations

Edward Jones; Dothan (AL); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and Vision benefits

401(k) retirement plan

Paid holidays (ten)

Vacation and sick time

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless client support, facilitate communication, and ensure a positive client experience. You will assist with client accounts, inquiries, and ensuring accurate records, while collaborating with financial advisors to serve clients and grow the business.

The role offers comprehensive training, a broad support network, and a path to develop within a privately-owned firm focused on people and community impact.

Qualifications

• Client service: provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Account management: learn and understand the financial services industry and process transactions as directed by the advisor.
• Administrative & operational support: work independently at the direction of the advisor and support branch processes.
• Technology: be proficient with MoneyGuide, Salesforce and Microsoft Office.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Open accounts, handle transfers, and process client requests as directed by the advisor.
• Prepare materials for client meetings and support marketing initiatives.
• Maintain accurate client records and support SOP updates.

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 seamless client support, facilitate communication, and ensure a positive client experience. You will assist with client accounts, inquiries, and ensuring accurate records, while collaborating with financial advisors to serve clients and grow the business.

The role offers comprehensive training, a broad support network, and a path to develop within a privately-owned firm focused on people and community impact.