Branch Office Administrator: Client Support & Growth

Edward Jones; Maumee (OH); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Job summary

Edward Jones in Maumee, OH, is hiring a Branch Office Administrator to provide seamless client support, manage accounts, and assist financial advisors. You will aid in communications and help clients reach long-term financial goals while contributing to a collaborative team in a dynamic environment.

The role emphasizes client service, administrative tasks, and ability to learn tools like MoneyGuide, Salesforce, and Microsoft Office within a comprehensive onboarding program.

Qualifications

• Provide exceptional client service via calls, email, and in-person interactions.
• Learn financial services processes including account opening and transfers.
• Support marketing initiatives and branch business plans.

Responsibilities

• Deliver outstanding service to clients and maintain strong relationships.
• Assist in annual business planning and develop upcoming year strategies.
• Coordinate administrative tasks and prepare materials for client meetings.
• Support branch operations and use firm tools to improve processes.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Maumee, OH, is hiring a Branch Office Administrator to provide seamless client support, manage accounts, and assist financial advisors. You will aid in communications and help clients reach long-term financial goals while contributing to a collaborative team in a dynamic environment.

The role emphasizes client service, administrative tasks, and ability to learn tools like MoneyGuide, Salesforce, and Microsoft Office within a comprehensive onboarding program.