Branch Office Administrator: Client Services & Admin

Edward Jones; Kansas City (MO); On-site; USD 42,000 - 56,000; Full time

Job summary

Edward Jones is seeking a Branch Office Administrator to join a dynamic team in the United States. You will support financial advisors by handling client inquiries, opening accounts, and coordinating communications to ensure a smooth client experience.

You’ll work with MoneyGuide, Salesforce and MS Office, providing administrative help, planning activities, and contributing to the branch business plan. A strong service mindset is essential.

Qualifications

• Demonstrated analytical thinking and attention to detail in client service.
• Ability to adapt to changing client needs and environments.
• Strong conversational skills for client interactions.
• Proficient with MoneyGuide, Salesforce and MS Office tools.

Responsibilities

• Provide exceptional client service via calls, email and in-person interactions.
• Assist with account opening, transfers, and documentation for advisors.
• Support scheduling, materials for meetings, and marketing initiatives.
• Learn and use MoneyGuide, Salesforce and office software to streamline tasks.

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 join a dynamic team in the United States. You will support financial advisors by handling client inquiries, opening accounts, and coordinating communications to ensure a smooth client experience.

You’ll work with MoneyGuide, Salesforce and MS Office, providing administrative help, planning activities, and contributing to the branch business plan. A strong service mindset is essential.