Branch Office Administrator: Client Services & Growth

Edward Jones; Heath (OH); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical & Prescription Drug

Dental

Vision

401k Retirement Plan

Disability Insurance

Life Insurance

Paid Holidays

Vacation & Personal Days

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support, manage communications, and help maintain a positive client experience in a fast-paced financial services environment.

The role emphasizes learning the business, contributing to annual planning, and collaborating with a broad support network while leveraging technology like Salesforce and MoneyGuide.

Qualifications

• Strong service mindset with client focus.
• Ability to learn financial services basics.
• Proactive and detail-oriented with problem solving.

Responsibilities

• Provide exceptional client service via calls, email, and in person.
• Assist in account openings, transfers, and related requests.
• Support marketing initiatives and branch planning.
• Learn and use tools like Salesforce and MoneyGuide.

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 seamless client support, manage communications, and help maintain a positive client experience in a fast-paced financial services environment.

The role emphasizes learning the business, contributing to annual planning, and collaborating with a broad support network while leveraging technology like Salesforce and MoneyGuide.