Branch Office Administrator: Client Services & Growth

Edward Jones; Owensboro (KY); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

Disability insurance

Life insurance

401k retirement plan

Paid holidays and vacation

Bonus opportunities

Job summary

Edward Jones is seeking a Branch Office Administrator to join our team, providing seamless client service and administrative support to financial advisors. You will assist with client accounts, communications, and the annual branch plan in a collaborative environment.

Training and extensive support network accompany this opportunity. Join a firm that emphasizes personal impact, inclusion, and ongoing development.

Qualifications

• Ability to deliver exceptional client service via multiple channels.
• Account opening, transfers, and documentation accuracy.
• Administrative support and coordination with advisors and marketing initiatives.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry and account handling processes.
• Schedule appointments, prepare materials for client meetings, and support branch initiatives.
• Support technology use and learn firm-provided software like MoneyGuide/Salesforce.

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 join our team, providing seamless client service and administrative support to financial advisors. You will assist with client accounts, communications, and the annual branch plan in a collaborative environment.

Training and extensive support network accompany this opportunity. Join a firm that emphasizes personal impact, inclusion, and ongoing development.