Branch Office Client Services & Admin Specialist

Edward Jones; Ponderay (ID); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental and vision coverage

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones is recruiting a Branch Office Administrator to support client accounts, coordinate communications, and ensure a positive client experience. You’ll receive comprehensive training and be backed by a broad network, with opportunities to grow within a large, privately held financial services firm.

You’ll work in a full-time, on-site role with strong backing from a regional and home-office support structure, participating in annual business planning and marketing activities while

Qualifications

• Must have strong client service orientation.
• Ability to learn financial services processes and workflows.
• Strong organizational and multitasking abilities.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and documentation under guidance of a financial advisor.
• Support branch operations, scheduling, materials prep, and marketing initiatives.
• Utilize firm-provided software (MoneyGuide, Salesforce, MS Office) to complete tasks accurately.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is recruiting a Branch Office Administrator to support client accounts, coordinate communications, and ensure a positive client experience. You’ll receive comprehensive training and be backed by a broad network, with opportunities to grow within a large, privately held financial services firm.

You’ll work in a full-time, on-site role with strong backing from a regional and home-office support structure, participating in annual business planning and marketing activities while