Client-Centric Branch Office Administrator

Edward Jones; Nampa (ID); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

6-month training

Extensive support network

Team collaboration

Job summary

Edward Jones is seeking a Branch Office Administrator to provide comprehensive client support and administrative backing for financial advisors. You will handle client communications, accounts, scheduling, and marketing tasks within a dynamic team, contributing to client satisfaction and branch success.

This full-time role offers structured training, extensive support networks, and opportunities to grow within a respected Fortune 500 firm committed to inclusion and positive impact.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Respond to inquiries, resolve issues, and ensure an exceptional client experience.
• Aptitude to learn and understand the financial services industry and handle account openings/transfers under advisor direction.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Work independently at the direction of the advisor; manage scheduling, materials for meetings, and marketing support; update SOPs, and help execute the branch plan.

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Take an active role in the annual business planning process to develop upcoming year strategies.
• Actively listen for situations indicating a need for additional services.
• Drive marketing activities such as planning and executing events.

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 provide comprehensive client support and administrative backing for financial advisors. You will handle client communications, accounts, scheduling, and marketing tasks within a dynamic team, contributing to client satisfaction and branch success.

This full-time role offers structured training, extensive support networks, and opportunities to grow within a respected Fortune 500 firm committed to inclusion and positive impact.