Branch Office Administrator: Client Services & Growth

Edward Jones; Hopkinsville (KY); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Health Savings Account

Flexible Spending Account

Voluntary Benefits

Well-being programs

Retirement Plan

Job summary

Edward Jones is hiring a Branch Office Administrator to provide essential client service and administrative support to financial advisors. You will help manage client accounts, facilitate communication, and contribute to a positive client experience in a fast-paced financial services environment.

You will work with a large team, receive comprehensive training, and have opportunities to grow within the branch network across the U.S. and Canada.

Qualifications

• Proven ability to deliver exceptional client service via multi-channel communications.
• Aptitude to learn financial services processes including account openings and transfers.
• Ability to support marketing initiatives and branch business planning.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions; resolve inquiries and maintain relationships.
• Assist with account openings, transfers, and other requests per advisor directions; maintain client records.
• Perform administrative tasks, schedule appointments, prepare materials for client meetings, and support branch operations.
• Learn and utilize firm-provided software and tools to streamline processes.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Customer Service

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to provide essential client service and administrative support to financial advisors. You will help manage client accounts, facilitate communication, and contribute to a positive client experience in a fast-paced financial services environment.

You will work with a large team, receive comprehensive training, and have opportunities to grow within the branch network across the U.S. and Canada.