Branch Office Administrator — Client Services Leader

Edward Jones; Britton (SD); On-site; USD 40,000 - 54,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors by managing client accounts, coordinating communication, and ensuring a positive client experience. You will play a key role in delivering seamless service in a busy branch environment.

We provide a comprehensive 6-month training program, strong cross-branch support, and opportunities to contribute to business planning and client events. Full-time employees receive full benefits and a clear career path.

Qualifications

• Provide exceptional client service via calls, email, and in-person interactions.
• Open and transfer accounts, handle requests as directed by the advisor.
• Perform administrative tasks and support branch business planning.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and documentation.
• Deliver administrative and operational support and maintain client records.
• Learn and apply MoneyGuide, Salesforce and MS Office tools; support branch initiatives.

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 support financial advisors by managing client accounts, coordinating communication, and ensuring a positive client experience. You will play a key role in delivering seamless service in a busy branch environment.

We provide a comprehensive 6-month training program, strong cross-branch support, and opportunities to contribute to business planning and client events. Full-time employees receive full benefits and a clear career path.