Client-Centric Branch Office Administrator

Edward Jones; Millcreek Meadows (OH); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones in Millcreek Meadows, OH, seeks a Branch Office Administrator to deliver exceptional client service and administrative support for financial advisors. You will help manage client accounts, respond to inquiries, and contribute to the branch’s success.

The role involves data entry, correspondence, and assisting with client events, with comprehensive training and a large support network to back you up.

Qualifications

• Strong client service mindset with excellent communication skills.
• Ability to manage multiple tasks and priorities in a fast-paced environment.
• Willingness to learn and adapt to firm-provided software and processes.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation under advisor guidance.
• Support branch operations, scheduling, meetings, and marketing initiatives.
• Learn and use firm tools (MoneyGuide, Salesforce, Microsoft Office) to support clients.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Millcreek Meadows, OH, seeks a Branch Office Administrator to deliver exceptional client service and administrative support for financial advisors. You will help manage client accounts, respond to inquiries, and contribute to the branch’s success.

The role involves data entry, correspondence, and assisting with client events, with comprehensive training and a large support network to back you up.