Branch Office Administrator: Client Services Pro

Edward Jones; Hendersonville (TN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Comprehensive training

Regional support network

Thousands of colleagues backing you

Job summary

Edward Jones seeks a Branch Office Administrator to support financial advisors and clients in a dynamic office environment. You will handle client communications, account-related tasks, and daily administrative duties to ensure a seamless client experience.

You will join a large team with extensive training and regional support, contributing to business planning and marketing efforts while growing your career at Edward Jones.

Qualifications

• Analytical thinking to assess client needs and processes.
• Strong attention to detail for accurate records and communications.
• Ability to adapt to changing client needs and processes.
• Clear and empathetic communication with clients and colleagues.
• Proficiency with common digital tools and firm-provided software.
• Collaborative mindset to work with advisors and teams.

Responsibilities

• Provide exceptional service to clients via calls, email, and in-person interactions. Build strong relationships with clients, referral sources, and internal teams.
• Learn and understand the financial services industry; assist in account openings, transfers, and related requests as directed by the advisor.
• Perform scheduling, prepare materials for client meetings, manage correspondence, and support marketing initiatives. Update SOPs and help implement branch plans.
• Demonstrate proficiency with technology and a willingness to learn MoneyGuide, Salesforce, Microsoft Office, and other firm software.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones seeks a Branch Office Administrator to support financial advisors and clients in a dynamic office environment. You will handle client communications, account-related tasks, and daily administrative duties to ensure a seamless client experience.

You will join a large team with extensive training and regional support, contributing to business planning and marketing efforts while growing your career at Edward Jones.