Branch Office Administrator: Client Services & Admin Ops

Edward Jones; Frankfort (IN); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Medical & prescription drug

Dental & Vision

401k

Paid holidays

Job summary

Edward Jones in the United States invites you to join as a Branch Office Administrator, a role that supports financial advisors and clients, handling client accounts, communications, and a positive client experience.

You will engage in planning, events, daily admin, and use MoneyGuide, Salesforce, and Microsoft Office to streamline workflows while contributing to branch business planning and a culture of service.

Qualifications

• Provide exceptional client service via phone, email, and in-person interactions.
• Learn and understand the financial services industry; support account processes.
• Support marketing initiatives and participate in branch business planning.

Responsibilities

• Client Service: deliver exceptional service via inbound/outbound calls, email, and in-person interactions.
• Account Management: learn financial processes, open/transfer accounts, and maintain records.
• Administrative & Operational Support: schedule appointments, prep materials, manage correspondence, update SOPs.
• Technology: use MoneyGuide, Salesforce, and Microsoft Office in daily tasks.

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 invites you to join as a Branch Office Administrator, a role that supports financial advisors and clients, handling client accounts, communications, and a positive client experience.

You will engage in planning, events, daily admin, and use MoneyGuide, Salesforce, and Microsoft Office to streamline workflows while contributing to branch business planning and a culture of service.