Branch Office Administrator: Client Services & Operations

Edward Jones; Garden City (KS); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical and Prescription Drug

Dental and Vision

401k retirement plan

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients. The role focuses on delivering high-quality client service, handling account-related tasks, and coordinating administrative duties in a collaborative team environment.

This on-site position requires strong organizational skills, attention to detail, and proficiency with CRM tools and office software to drive the branch business plan and client satisfaction.

Qualifications

• Analytical thinking and client-focused problem solving are essential.
• Excellent attention to detail and organizational skills are required.
• Adaptability and effective communication with clients and team members are important.
• Proficiency in digital tools and CRM systems supports daily activities.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and support account opening, transfers, and other requests under the advisor's direction.
• Perform administrative tasks, scheduling, materials preparation, and marketing support for the branch.
• Utilize technology (MoneyGuide, Salesforce, MS Office) to streamline processes and client engagement.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients. The role focuses on delivering high-quality client service, handling account-related tasks, and coordinating administrative duties in a collaborative team environment.

This on-site position requires strong organizational skills, attention to detail, and proficiency with CRM tools and office software to drive the branch business plan and client satisfaction.