Branch Office Support Specialist

Edward Jones

Columbus (GA)

On-site

USD 45,000 - 60,000

Full time

14 days+

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Benefits offered by this job

Medical and prescription drug benefits
Dental coverage
Vision care
401k retirement plan

Job summary

Edward Jones seeks a Branch Office Administrator to provide seamless client support and administrative help under a financial advisor team. You will engage with clients, manage accounts, and assist with communications to ensure a positive experience.

You’ll receive structured 6-month training, a broad network of support, and opportunities to work with a large team across the branch and region. This role offers growth in a collaborative, client-focused environment.

Qualifications

  • Analytical thinking and attention to detail are essential.
  • Adaptability and strong communication help in client interactions.
  • Proficiency with digital tools and teamwork are important.

Responsibilities

  • Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
  • Handle account opening, transfers, and other requests under the direction of the financial advisor.
  • Perform administrative tasks, schedule meetings, prepare materials, and support marketing initiatives.

Skills

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration

Tools

MoneyGuide
Salesforce
Microsoft Office

Job description

Edward Jones seeks a Branch Office Administrator to provide seamless client support and administrative help under a financial advisor team. You will engage with clients, manage accounts, and assist with communications to ensure a positive experience.

You’ll receive structured 6-month training, a broad network of support, and opportunities to work with a large team across the branch and region. This role offers growth in a collaborative, client-focused environment.

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