Client-Centric Branch Office Administrator

Edward Jones; O'Fallon (IL); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays

Vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and client accounts. You will handle inbound/outbound calls, emails, and in-person interactions to ensure an outstanding client experience.

The role includes account processing, documentation, and maintaining client records, with opportunities to contribute to branch planning and marketing initiatives. You will join a team that values collaboration and continuous development, receiving extensive training and a

Qualifications

• Ability to deliver exceptional client service and communicate clearly.
• Aptitude to learn financial services processes and support advisors.
• Strong organizational and scheduling skills with attention to accuracy.
• Comfort with using technology and supporting branch operations.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in opening accounts, transfers, and documentation under advisor direction.
• Schedule appointments and prepare materials for client meetings.
• Support branch marketing initiatives and maintain SOPs.

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 support financial advisors and client accounts. You will handle inbound/outbound calls, emails, and in-person interactions to ensure an outstanding client experience.

The role includes account processing, documentation, and maintaining client records, with opportunities to contribute to branch planning and marketing initiatives. You will join a team that values collaboration and continuous development, receiving extensive training and a