Branch Office Administrator - Client Support & Admin Pro

Edward Jones; La Porte (IN); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Job summary

Edward Jones is hiring a Branch Office Administrator to provide comprehensive client service and administrative support for financial advisors. You will manage accounts, facilitate communications, and help execute the branch business plan in a collaborative, growth-oriented environment.

You will receive structured training and work within a large support network, with opportunities to develop professionally while serving our diverse client base.

Qualifications

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Aptitude to learn and understand the financial services industry, including account openings and transfers.

Responsibilities

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience.
• Account Management: Learn and understand the financial services industry. Includes account opening, handling account transfers and other requests per advisor direction.
• Administrative & Operational Support: Schedule appointments, prepare materials for client meetings, manage correspondence and support marketing initiatives. Update SOPs and execute on the branch business plan.
• Technology: Proficiency with MoneyGuide, Salesforce, Microsoft Office and other firm-provided software.

Skills

Client Service

Account Management

Administrative & Operational Support

Technology

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to provide comprehensive client service and administrative support for financial advisors. You will manage accounts, facilitate communications, and help execute the branch business plan in a collaborative, growth-oriented environment.

You will receive structured training and work within a large support network, with opportunities to develop professionally while serving our diverse client base.