Branch Office Administrator: Client Services & Operations

Edward Jones; Portland (IN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical and prescription drugs

Dental

Vision

401k

Paid holidays

Vacation days

Disability insurance

Life insurance

Employee assistance program

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client service and comprehensive administrative support within a busy financial advisory environment. You will assist with client accounts, communications, and daily operations, helping to deliver a positive client experience.

This entry-level to mid-level role offers on-site work, training, and opportunities to grow within the firm while partnering with financial advisors to achieve long-term client goals.

Qualifications

• Strong analytical thinking and attention to detail.
• Ability to adapt to changing client needs and processes.
• Excellent communication skills, both oral and written.
• Familiarity with common financial services tools and CRM software.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and client record maintenance as directed by the advisor.
• Perform administrative tasks, schedule appointments, and prepare materials for client meetings.
• Support marketing initiatives and help execute the branch business plan.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client service and comprehensive administrative support within a busy financial advisory environment. You will assist with client accounts, communications, and daily operations, helping to deliver a positive client experience.

This entry-level to mid-level role offers on-site work, training, and opportunities to grow within the firm while partnering with financial advisors to achieve long-term client goals.