Branch Office Administrator: Client Services & Operations

Edward Jones; Seven Fields (Butler County); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical & Prescription

Dental & Vision

401k Plan

Paid Holidays

Vacation & Sick Time

Bonuses & Profit Sharing

Job summary

Edward Jones is hiring a Branch Office Administrator to provide vital support to financial advisors and clients, handling accounts, inquiries, and daily administrative tasks with a client-first mindset.

You'll work within a large, supportive network, receive comprehensive training, and contribute to business planning, client service, and everyday operations while growing your career in a dynamic financial services firm.

Qualifications

• Provide high-quality client service through calls, email, and in-person interactions.
• Ability to learn and support financial advisory processes and client accounts.
• Support branch operations and marketing initiatives and maintain accurate client records.

Responsibilities

• Deliver outstanding service to clients and maintain relationships.
• Support advisor in annual business planning and strategy development.
• Monitor client accounts and process transactions and requests.
• Utilize MoneyGuide, Salesforce, and MS Office as needed.

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 provide vital support to financial advisors and clients, handling accounts, inquiries, and daily administrative tasks with a client-first mindset.

You'll work within a large, supportive network, receive comprehensive training, and contribute to business planning, client service, and everyday operations while growing your career in a dynamic financial services firm.