Branch Office Administrator: Client Services & Growth

Edward Jones; Billings (MT); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays

Job summary

Edward Jones in Billings, MT is seeking a Branch Office Administrator to deliver seamless client service and support to financial advisors. You will manage client communications, assist with accounts, and help drive the branch’s business plan in a structured, team-oriented environment.

The role emphasizes client focus, operational efficiency, and the use of standard tools like MS Office and Salesforce to maintain accurate records and support our advisors.

Qualifications

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Learn the financial services industry basics and branch processes.
• Process account transactions and maintain accurate client records.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and support account opening, transfers, and other requests under guidance of a financial advisor.
• Schedule appointments, prepare materials for client meetings, and support marketing initiatives.
• Assist in branch operations and document routine activities using firm-provided software.

Skills

Client service

Account management

Administrative tasks

Technology literacy

Communication

Job description

Edward Jones in Billings, MT is seeking a Branch Office Administrator to deliver seamless client service and support to financial advisors. You will manage client communications, assist with accounts, and help drive the branch’s business plan in a structured, team-oriented environment.

The role emphasizes client focus, operational efficiency, and the use of standard tools like MS Office and Salesforce to maintain accurate records and support our advisors.