Branch Office Administrator — Client Services & Operations

Edward Jones; Ponderay (ID); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k

Paid holidays

Volunteer time

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients. You will handle client accounts, facilitate communication, and maintain an exceptional client experience.

This full-time role emphasizes teamwork, adaptability, and a proactive approach to business planning, events, and daily operations. Tra ining will be provided, with opportunities for career growth within a Fortune 500 company.

Qualifications

• Provide exceptional client service via multiple communication channels.
• Learn the financial services industry and support advisors.
• Support administrative tasks and maintain accurate records.

Responsibilities

• Respond to inquiries, resolve issues, and maintain client relationships.
• Open accounts, process transfers, and assist in client onboarding.
• Schedule meetings, prepare materials, and support marketing initiatives.
• Utilize MoneyGuide, Salesforce, and MS Office to complete tasks.

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. You will handle client accounts, facilitate communication, and maintain an exceptional client experience.

This full-time role emphasizes teamwork, adaptability, and a proactive approach to business planning, events, and daily operations. Tra ining will be provided, with opportunities for career growth within a Fortune 500 company.