Branch Office Client Services Administrator

Edward Jones; Mason City (IA); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

Paid holidays

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with service, account handling, and administrative tasks. You will work within a collaborative team, learning the business processes and contributing to client satisfaction.

The role emphasizes strong communication, detail-oriented work, and the ability to manage multiple tasks in a fast-paced branch environment. Training is provided, with opportunities to grow within a nationwide network.

Qualifications

• Strong client service orientation with ability to communicate clearly.
• Ability to manage multiple tasks and respond to client inquiries promptly.
• Wamiliarity with financial services workflows and branch operations is a plus.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Support client accounts and communications to ensure a positive experience.
• Assist in preparing materials for client meetings and maintain accurate records.
• Support marketing initiatives and help execute the branch business plan.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with service, account handling, and administrative tasks. You will work within a collaborative team, learning the business processes and contributing to client satisfaction.

The role emphasizes strong communication, detail-oriented work, and the ability to manage multiple tasks in a fast-paced branch environment. Training is provided, with opportunities to grow within a nationwide network.