Client-Centric Branch Office Administrator

Edward Jones; Concordia (KS); On-site; USD 40,000 - 54,000; Full time

Benefits offered by this job

Comprehensive 6-month training

Support network from branch to home offi

Team of thousands backing you

Job summary

Edward Jones, a Fortune 500 financial services firm, is seeking a Branch Office Administrator to provide seamless support to clients. You’ll handle client accounts, facilitate communication, and help deliver a positive client experience in a dynamic environment.

We offer comprehensive training, a wide support network from the branch to home office, and opportunities to grow within a culture that values inclusion and performance.

Qualifications

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry including account opening and transfers.
• Provide administrative and operational support, including scheduling and marketing support.
• Proficient with MoneyGuide, Salesforce and Microsoft Office.

Responsibilities

• Deliver exceptional personalized service to clients via calls, email, and in-person interactions.
• Assist in account opening, transfers and other requests under the direction of the financial advisor.
• Provide administrative tasks, schedule appointments, prepare client meeting materials.
• Support marketing initiatives and update SOPs; align with branch business plan.
• Utilize firm-provided software such as MoneyGuide, Salesforce and Microsoft Office.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones, a Fortune 500 financial services firm, is seeking a Branch Office Administrator to provide seamless support to clients. You’ll handle client accounts, facilitate communication, and help deliver a positive client experience in a dynamic environment.

We offer comprehensive training, a wide support network from the branch to home office, and opportunities to grow within a culture that values inclusion and performance.