Client-Centric Branch Office Administrator

Edward Jones; Federal Way (WA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical and prescription drugs

Dental coverage

Vision coverage

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless support to financial advisors and clients. You'll manage client communications, accounts, and administrative tasks while contributing to a positive client experience.

The role offers training and a broad support network across the branch, region, and home office. You will work with tools like MoneyGuide, Salesforce, and Microsoft Office to support marketing initiatives and daily operations, with growth opportunities within

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry, including account openings and transfers.
• Handle administrative tasks, scheduling, materials prep, and support marketing initiatives.

Responsibilities

• Deliver exceptional service to clients and maintain strong relationships with clients and internal teams.
• Learn and assist with account opening, transfers, and requests from the financial advisor.
• Support branch operations: scheduling, meeting prep, correspondence, updating SOPs, executing branch plans.
• Leverage technology tools such as MoneyGuide, Salesforce, and Microsoft Office.

Skills

Client service

Account management

Administrative tasks

Technology literacy

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless support to financial advisors and clients. You'll manage client communications, accounts, and administrative tasks while contributing to a positive client experience.

The role offers training and a broad support network across the branch, region, and home office. You will work with tools like MoneyGuide, Salesforce, and Microsoft Office to support marketing initiatives and daily operations, with growth opportunities within