Branch Office Administrator: Client Services & Growth

Edward Jones; Mokena (IL); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation time

Job summary

Edward Jones in the United States seeks a Branch Office Administrator to support financial advisors and clients with service, account handling, and administrative tasks. You will engage with clients to ensure a smooth experience and contribute to the branch's daily operations.

You will be part of a large network, receive thorough training, and gain exposure to client interactions, events, and business planning. A team-based culture and professional development are emphasized.

Qualifications

• Demonstrated client service aptitude and communication skills.
• Ability to learn financial services processes and account handling.
• Strong organizational and multitasking abilities.

Responsibilities

• Provide exceptional client service via calls, email, and in person.
• Open and transfer accounts and process client requests under advisor direction.
• Perform administrative and operational tasks and support branch business plans.

Skills

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 seeks a Branch Office Administrator to support financial advisors and clients with service, account handling, and administrative tasks. You will engage with clients to ensure a smooth experience and contribute to the branch's daily operations.

You will be part of a large network, receive thorough training, and gain exposure to client interactions, events, and business planning. A team-based culture and professional development are emphasized.