Branch Office Administrator: Client Services & Growth

Edward Jones; Westlake (OH); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical & prescription

Dental & Vision

401k

Paid holidays

Job summary

Edward Jones in Westlake, OH is seeking a Branch Office Administrator to support financial advisors and clients, handling accounts, coordinating communications, and ensuring an outstanding client experience.

This full-time role involves training, team support, and participation in business planning while building skills in MoneyGuide, Salesforce, and Microsoft Office. A comprehensive benefits package is included.

Qualifications

• Analytical thinking to evaluate client needs and data.
• Attention to detail for accurate client records and transactions.
• Adaptability to support advisors and respond to changing demands.
• Strong communication skills for client interactions.
• Proficiency with digital tools used in client service.
• Ability to work collaboratively with the team.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account opening, transfers, and document preparation.
• Support administrative tasks and help execute the branch business plan.
• Learn and use firm-provided software like MoneyGuide, Salesforce, and MS Office.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Westlake, OH is seeking a Branch Office Administrator to support financial advisors and clients, handling accounts, coordinating communications, and ensuring an outstanding client experience.

This full-time role involves training, team support, and participation in business planning while building skills in MoneyGuide, Salesforce, and Microsoft Office. A comprehensive benefits package is included.