Branch Office Administrator: Client Service & Ops

Edward Jones; Grand Blanc (MI); On-site; USD 36,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones seeks a Branch Office Administrator to support financial advisors and clients with courteous service, account processing, and administrative tasks. You will help manage client accounts, respond to inquiries, and assist with events and planning.

Join a collaborative team in a fast-paced environment where training and mentorship are provided. The role emphasizes accurate records, effective communication, and adoption of digital tools to enhance the client experience.

Qualifications

• Strong client service orientation and communication skills.
• Ability to learn financial service processes and account handling.
• Proactive in supporting marketing initiatives and branch planning.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation under advisor direction.
• Support administrative tasks, scheduling, meetings, and SOP updates.
• Learn and use MoneyGuide, Salesforce, and MS Office tools daily.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones seeks a Branch Office Administrator to support financial advisors and clients with courteous service, account processing, and administrative tasks. You will help manage client accounts, respond to inquiries, and assist with events and planning.

Join a collaborative team in a fast-paced environment where training and mentorship are provided. The role emphasizes accurate records, effective communication, and adoption of digital tools to enhance the client experience.