Branch Office Administrator: Client Service & Operations

Edward Jones; Loveland (CO); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to provide essential client service and administrative support. You will assist with client inquiries, account transfers, and documentation, while ensuring a smooth client experience.

Join a large network of financial advisors and a culture focused on development, inclusion, and long-term growth. Training, mentorship, and a broad support network are provided to help you succeed.

Qualifications

• Analytical thinking to assess client needs and data.
• Attention to detail in documenting client records and transactions.
• Adaptability to support advisors and changing priorities.
• Strong communication with clients and colleagues.
• Comfort with learning new tools and software.
• Ability to collaborate with a broad team to service clients.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation per advisor direction.
• Perform administrative tasks and coordinate branch activities.
• Learn and apply financial services knowledge to support client needs.

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 service and administrative support. You will assist with client inquiries, account transfers, and documentation, while ensuring a smooth client experience.

Join a large network of financial advisors and a culture focused on development, inclusion, and long-term growth. Training, mentorship, and a broad support network are provided to help you succeed.