Branch Office Administrator - Client Services & Operations

Edward Jones; Eagle (ID); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Medical & Rx

Dental plan

401k

Paid holidays

Vacation days

Volunteer day

Job summary

Edward Jones in Idaho is looking for a Branch Office Administrator to support financial advisors and clients. You will handle client inquiries, process routine transactions, and coordinate meetings while maintaining accurate records.

You’ll work with MoneyGuide, Salesforce, and Microsoft Office to streamline workflows and deliver excellent service. This full-time role offers comprehensive training and collaboration across a large regional network.

Qualifications

• Ability to deliver exceptional client service via calls, email, and in-person interactions.
• Aptitude to learn financial services processes, including account openings and transfers.
• Strong administrative and organizational skills to support the financial advisor(s).

Responsibilities

• Provide client service via inbound/outbound calls, email, and in-person interactions.
• Support account opening, transfers, and documentation under guidance of a financial advisor.
• Schedule appointments, prepare materials for client meetings, and manage correspondence.
• Assist marketing initiatives and help implement the branch business plan.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Idaho is looking for a Branch Office Administrator to support financial advisors and clients. You will handle client inquiries, process routine transactions, and coordinate meetings while maintaining accurate records.

You’ll work with MoneyGuide, Salesforce, and Microsoft Office to streamline workflows and deliver excellent service. This full-time role offers comprehensive training and collaboration across a large regional network.