Branch Office Administrator: Client Services & Growth

Edward Jones; Elko (NV); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

15 days vacation

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide essential support to a financial advisor or a team of advisors. You’ll handle client accounts, communications, and daily operations to ensure a smooth, positive client experience.

This is a fantastic opportunity to grow your career within a renowned financial services firm. Join a Fortune 500 firm committed to inclusion, professional development, and a comprehensive benefits package.

Qualifications

• Client service and relationship building with clients and referral sources.
• Account opening, transfers, and documentation under advisor direction.
• Independent administrative tasks and SOP updates.
• Proficiency with MoneyGuide, Salesforce, and MS Office.

Responsibilities

• Provide exceptional service via inbound/outbound calls, email, and in-person interactions.
• Manage accounts, transfers, and documentation as directed by the advisor.
• Schedule meetings, prepare materials, and support marketing initiatives.
• Learn and apply new technology and firm-provided software.

Skills

Client Service

Account Management

Administrative & Operational Support

Technology

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 is seeking a Branch Office Administrator to provide essential support to a financial advisor or a team of advisors. You’ll handle client accounts, communications, and daily operations to ensure a smooth, positive client experience.

This is a fantastic opportunity to grow your career within a renowned financial services firm. Join a Fortune 500 firm committed to inclusion, professional development, and a comprehensive benefits package.