Branch Office Administrator - Client Services & Operations

Edward Jones; Jacksonville (IL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

6-month training

Large support network

Team of thousands backing you

Job summary

Edward Jones, a Fortune 500 financial services firm, is seeking a Branch Office Administrator to provide seamless client support. You'll help with client accounts, communications, and day-to-day operations in a fast-paced office environment.

You'll undergo a comprehensive 6-month training, have access to a broad support network, and work with a team of thousands backing your efforts to deliver exceptional service and contribute to branch success.

Qualifications

• Exceptional client service and communication skills.
• Ability to learn financial services concepts quickly.
• Detail-oriented with strong organizational abilities.
• Proactive team player who can work independently.

Responsibilities

• Provide client service via calls, email, and in-person interactions.
• Support account management and client records.
• Assist in scheduling and meeting materials for client meetings.
• Contribute to branch business planning and marketing initiatives.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Education

High school diploma or equivalent

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones, a Fortune 500 financial services firm, is seeking a Branch Office Administrator to provide seamless client support. You'll help with client accounts, communications, and day-to-day operations in a fast-paced office environment.

You'll undergo a comprehensive 6-month training, have access to a broad support network, and work with a team of thousands backing your efforts to deliver exceptional service and contribute to branch success.