Branch Office Administrator — Client Services & Growth

Edward Jones; Portage (MI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, prescription drug, dental, &/

Vision insurance

401(k) retirement plan

10 paid holidays

15 days of vacation

Bonuses & profit sharing

Employee Assistance Program

Job summary

Edward Jones is seeking a Branch Office Administrator to provide essential client service and administrative support to financial advisors. You will help manage client accounts, coordinate communications, and contribute to a positive client experience in a dynamic, community-focused environment.

We offer six months of training, a broad support network, and a clear path for career growth. The role emphasizes teamwork, adaptability, and proactive service delivery across inbound/outbound calls,

Qualifications

• Analytical thinking and attention to detail are essential for client service and account management.
• Adaptability and strong communication help in inbound/outbound calls and in-person interactions.
• Proficiency with MoneyGuide/Salesforce and MS Office supports daily administrative tasks.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation under advisor guidance.
• Support branch operations, schedule appointments, and prepare materials for client meetings.

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 essential client service and administrative support to financial advisors. You will help manage client accounts, coordinate communications, and contribute to a positive client experience in a dynamic, community-focused environment.

We offer six months of training, a broad support network, and a clear path for career growth. The role emphasizes teamwork, adaptability, and proactive service delivery across inbound/outbound calls,