Branch Office Administrator — Client Services & Operations

Edward Jones; Olathe (KS); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical & Prescription

Dental & Vision

401k Retirement Plan

Paid Holidays & Vacation

Volunteer time off

Job summary

Edward Jones is hiring a Branch Office Administrator to deliver exceptional client service and support for financial advisors in a dynamic, client-focused environment. You will help manage accounts, prepare for meetings, and coordinate marketing efforts to enhance the client experience.

The role emphasizes independent work with team backing, opportunities for growth, and comprehensive benefits as part of a full-time position.

Qualifications

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry; assist in account opening, transfers and client requests.
• Prepare materials for client meetings; maintain accurate client records and documentation.
• Support marketing initiatives and participate in branch business planning.
• Proactively listen for client needs and build relationships with clients and referral sources.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Assist in account opening, handling transfers and other requests per the financial advisor's direction.
• Perform administrative tasks: scheduling, meeting materials, correspondence, and SOP updates.
• Utilize technology tools and processes to support branch activities and client experiences.
• Collaborate with the team to execute marketing events and uphold service standards.

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 deliver exceptional client service and support for financial advisors in a dynamic, client-focused environment. You will help manage accounts, prepare for meetings, and coordinate marketing efforts to enhance the client experience.

The role emphasizes independent work with team backing, opportunities for growth, and comprehensive benefits as part of a full-time position.