Branch Office Administrator: Client Services & Growth

Edward Jones; Belleville (MI); Sur place; USD 42 000 - 64 000; Plein temps

Avantages offerts par ce poste

Medical benefits

Dental plan

Vision plan

401k retirement plan

Paid holidays

Résumé du poste

Edward Jones is hiring a Branch Office Administrator to join our client-focused team. You will support financial advisors by handling client inquiries, processing account requests, and coordinating communications to ensure a seamless client experience.

You’ll also manage scheduling, prepare meeting materials, and help execute branch plans in a collaborative environment. We provide comprehensive onboarding, a large support network, and opportunities for professional growth within a Fortune 500

Qualifications

• Excellent client service mindset with strong communication skills.
• Ability to learn financial services concepts and account processes.
• Experience supporting a financial advisor or sales team is a plus.

Responsabilités

• Provide exceptional service to clients via calls, email, and in-person interactions.
• Assist in client account maintenance, transfers, and documentation.
• Support administrative tasks, scheduling, materials prep, and marketing initiatives.
• Leverage technology tools like Salesforce and Microsoft Office to increase efficiency.

Connaissances

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Description du poste

Edward Jones is hiring a Branch Office Administrator to join our client-focused team. You will support financial advisors by handling client inquiries, processing account requests, and coordinating communications to ensure a seamless client experience.

You’ll also manage scheduling, prepare meeting materials, and help execute branch plans in a collaborative environment. We provide comprehensive onboarding, a large support network, and opportunities for professional growth within a Fortune 500