Branch Office Administrator — Client Services & Ops

Edward Jones; Lewisburg (WV); On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

Health benefits

401k plan

Paid holidays

Vacation days

Job summary

Edward Jones seeks a Branch Office Administrator to join our team, delivering seamless client service and administrative support to a financial advisor or a team of advisors. You will help manage client accounts, communications, and office operations in a dynamic environment.

You will participate in a comprehensive training program and connect with a broad support network across the branch, region, and home office as you contribute to growth and client success.

Qualifications

• Strong analytical thinking and attention to detail for client interactions and processing
• Ability to adapt to changing client needs and multiple tasks
• Excellent communication skills for inbound/outbound calls, emails, and in-person interactions
• Comfort with using digital tools and software to support financial advisors

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Assist in account management tasks including opening transfers and maintaining client records.
• Perform administrative and operational support to the financial advisor, schedule appointments, and assist in marketing initiatives.
• Learn and utilize technology such as MoneyGuide, Salesforce, and Microsoft Office to support the branch.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones seeks a Branch Office Administrator to join our team, delivering seamless client service and administrative support to a financial advisor or a team of advisors. You will help manage client accounts, communications, and office operations in a dynamic environment.

You will participate in a comprehensive training program and connect with a broad support network across the branch, region, and home office as you contribute to growth and client success.