Branch Office Administrator: Client Services & Growth

Edward Jones; Concordia (KS); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical benefits

Health Savings Account

Flexible Spending Account

Retirement Plan

Part-time benefits

Job summary

Edward Jones is hiring a Branch Office Administrator to deliver exceptional client service and support a team of financial advisors. You will help manage client accounts, communicate with clients, and drive branch activities while growing your administrative and technical skills.

You will participate in comprehensive training, work with a large support network, and contribute to a positive client experience. This role offers growth and a stable, community-focused environment.

Qualifications

• Analytical thinking to assess client needs and data.
• Attention to detail in account documentation and records.
• Adaptability to shifting priorities in a fast-paced branch.
• Strong communication skills for client interactions.
• Proficiency with common office software and CRM tools.
• Ability to work collaboratively with advisors and staff.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and documentation under guidance of the advisor.
• Support administrative tasks, scheduling, materials prep, and branch initiatives.
• Learn MoneyGuide, Salesforce, Microsoft Office and branch-provided software.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is hiring a Branch Office Administrator to deliver exceptional client service and support a team of financial advisors. You will help manage client accounts, communicate with clients, and drive branch activities while growing your administrative and technical skills.

You will participate in comprehensive training, work with a large support network, and contribute to a positive client experience. This role offers growth and a stable, community-focused environment.