Branch Office Administrator - Client Services & Growth

Edward Jones; Galesburg (IL); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical and prescription drugs

Dental and vision

401k plan

Paid holidays and vacation

Bonuses and profit sharing

Job summary

Edward Jones seeks a Branch Office Administrator to support financial advisors and clients. You’ll handle client accounts, scheduling, documentation, and communications to ensure a seamless client experience.

Training is provided with a six-month program and access to a broad support network. The role emphasizes service, organization, and collaboration with a large team across branches, regions, and home office.

Qualifications

• Strong customer service orientation and ability to communicate clearly with clients.
• Ability to learn financial services tools and processes quickly.
• Organizational skills with attention to accuracy and detail.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in person interactions.
• Support account opening, transfers, and related requests under the guidance of a financial advisor.
• Schedule appointments, prepare materials for meetings, and manage client communications.
• Assist with marketing initiatives and update standard operating procedures as needed.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tools

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones seeks a Branch Office Administrator to support financial advisors and clients. You’ll handle client accounts, scheduling, documentation, and communications to ensure a seamless client experience.

Training is provided with a six-month program and access to a broad support network. The role emphasizes service, organization, and collaboration with a large team across branches, regions, and home office.