Branch Office Administrator: Client Services & Ops

Edward Jones; Winchester (VA); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and vision coverage

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to join a nationwide team. You will provide seamless client support, assist in managing client accounts, and back the financial advisor with administrative and operational tasks.

The role emphasizes delivering outstanding service, participating in business planning, and supporting marketing activities while collaborating with a large network of colleagues.

Qualifications

• Client service mindset with ability to respond to inquiries and resolve issues.
• Ability to learn the financial services industry and understand account-related requests.
• Strong administrative and operational support skills to assist the financial advisor.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and manage client accounts, including account openings and transfers under the guidance of the advisor.
• Manage scheduling, materials for meetings, correspondence, and support marketing initiatives.

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 join a nationwide team. You will provide seamless client support, assist in managing client accounts, and back the financial advisor with administrative and operational tasks.

The role emphasizes delivering outstanding service, participating in business planning, and supporting marketing activities while collaborating with a large network of colleagues.