Branch Office Administrator: Client Services & Growth

Edward Jones; DeWitt (IA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical & prescription drug coverage

401k retirement plan

15 days vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to provide essential client service and administrative support to a team of financial advisors. You will help manage client accounts, communications, and day-to-day branch operations, contributing to a positive client experience.

You will collaborate with a large support network, engage in business planning activities, and leverage technology to streamline processes.

Qualifications

• Analytical thinking and problem solving for client service.
• Strong attention to detail in client records and documentation.
• Adaptability to changing client needs and processes.
• Clear, empathetic communication with clients via multiple channels.
• Proficiency with financial planning tools and CRM software.
• Collaborative work with advisory teams to support clients.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account openings, transfers and requests under advisor direction.
• Provide administrative and operational support to the advisor, schedule meetings, prepare materials.
• Learn and apply industry knowledge; process transactions and maintain client records.

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 provide essential client service and administrative support to a team of financial advisors. You will help manage client accounts, communications, and day-to-day branch operations, contributing to a positive client experience.

You will collaborate with a large support network, engage in business planning activities, and leverage technology to streamline processes.