Branch Office Administrator: Client Services & Operations

Edward Jones; Polson (MT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Comprehensive training

Support network

Large team backing

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client service, support account management, and back-office operations. You'll work with financial advisors to help clients achieve long-term goals, while participating in ongoing training and a supportive branch network.

The role emphasizes strong communication, organization, and willingness to learn new technology. A dynamic and rewarding environment awaits in this expanding team.

Qualifications

• Analytical thinking to assess client needs and resolve issues.
• Attention to detail to maintain accurate records and documents.
• Adaptability to handle varied client interactions and tasks.
• Strong verbal and written communication to guide clients.
• Proficiency with digital tools and office software.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Manage client accounts, transfers, and documentation under advisor direction.
• Perform administrative tasks and support branch marketing initiatives.
• Learn and apply financial services knowledge to assist clients.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client service, support account management, and back-office operations. You'll work with financial advisors to help clients achieve long-term goals, while participating in ongoing training and a supportive branch network.

The role emphasizes strong communication, organization, and willingness to learn new technology. A dynamic and rewarding environment awaits in this expanding team.