Branch Office Administrator: Client Services & Growth

Edward Jones; Mooresville (IN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Benefits package

Bonuses & profit sharing

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless client support, manage accounts, and coordinate with financial advisors. You will help with scheduling, documentation, and client communications to ensure a positive experience.

This full-time role includes comprehensive training, a broad support network, and opportunities to contribute to local business plans and marketing activities while developing your career in a dynamic, community-focused

Qualifications

• Provide strong client service via calls, email, and in-person interactions.
• Learn the financial services industry including account opening and transfers.
• Support branch operations and marketing initiatives; update SOPs.
• Proficient with MoneyGuide, Salesforce, and Microsoft Office.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Open and transfer accounts; follow advisor directions and maintain records.
• Handle administrative tasks, schedule meetings, and support branch business plan.
• Assist in marketing initiatives and streamline processes with updated SOPs.

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 is seeking a Branch Office Administrator to provide seamless client support, manage accounts, and coordinate with financial advisors. You will help with scheduling, documentation, and client communications to ensure a positive experience.

This full-time role includes comprehensive training, a broad support network, and opportunities to contribute to local business plans and marketing activities while developing your career in a dynamic, community-focused