Branch Office Administrator: Client Services & Operations

Edward Jones; Ludington (MI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental benefits

Vision benefits

Short/Long-term disability insurance

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients with daily account activities, scheduling, and communications. The role emphasizes delivering exceptional client service, managing accounts, and providing administrative support within a collaborative team.

You will participate in comprehensive training and work with a broad network across branches and regions to ensure a positive client experience and consistent service quality.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Basic understanding of the financial services industry.
• Open accounts and process transfers and other requests under the advisor's direction.
• Support branch marketing initiatives and administrative tasks to maintain smooth operations.
• Demonstrate attention to detail and effective communication with clients and team.

Responsibilities

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn and understand the financial services industry, including account openings and transfers.
• Administrative & Operational Support: Work independently under advisor direction, handle scheduling, meetings, and marketing support.
• Technology: Proficient with MoneyGuide, Salesforce, and Microsoft Office; eager to learn firm software.

Skills

Client Service

Account Management

Administrative Tasks

Technology Literacy

Communication Skills

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients with daily account activities, scheduling, and communications. The role emphasizes delivering exceptional client service, managing accounts, and providing administrative support within a collaborative team.

You will participate in comprehensive training and work with a broad network across branches and regions to ensure a positive client experience and consistent service quality.