Branch Office Administrator: Elevate Client Experience & Ops

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

Benefits offered by this job

Medical and prescription drug

Dental

Vision

Disability insurance

401k

HSA/FSA

Paid holidays

Vacation (15 days)

Job summary

Edward Jones is hiring a Branch Office Administrator to provide seamless client service and administrative support. You will assist with client accounts, communications, and daily operations in a collaborative, growth‑oriented environment.

Typical duties include handling inquiries, processing requests, scheduling meetings, and using MoneyGuide, Salesforce and Office tools to streamline workflows. A strong client focus is essential.

Qualifications

• Client service: deliver exceptional service via calls, email and in‑person interactions.
• Account management: learn the financial services space, handle requests and maintain records.
• Administrative & operational support: work independently and support branch initiatives.
• Technology: be computer literate and eager to learn MoneyGuide, Salesforce and Office tools.

Responsibilities

• Provide outstanding client service and build strong relationships with clients and referral sources.
• Assist in account opening, transfers, and handling client requests under advisor direction.
• Schedule meetings, prepare materials, manage correspondence and support marketing efforts.
• Utilize technology tools to streamline branch processes and improve efficiency.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to provide seamless client service and administrative support. You will assist with client accounts, communications, and daily operations in a collaborative, growth‑oriented environment.

Typical duties include handling inquiries, processing requests, scheduling meetings, and using MoneyGuide, Salesforce and Office tools to streamline workflows. A strong client focus is essential.