Client-Centric Branch Office Administrator

Edward Jones; Painesville (OH); On-site; USD 39,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental and vision benefits

401k retirement plan

Paid holidays

Vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to provide administrative support to one or more financial advisors. You'll handle client communications, account tasks, scheduling, and event planning, helping clients achieve their long-term goals.

This full-time role offers comprehensive training, a collaborative network, and a path for professional growth within a Fortune 500 firm. Join a supportive team dedicated to client success and community impact, with access to extensive benefits

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 openings and transfers.
• Support branch operations with scheduling, materials prep, and SOP updates.
• Proficiency with MoneyGuide, Salesforce and Microsoft Office.

Responsibilities

• Client Service: provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience.
• Account Management: learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor.
• Administrative & Operational Support: work independently at the direction of the financial advisor. Schedule appointments, prepare materials for client meetings, manage correspondence and support marketing initiatives.
• Technology: use firm-provided software and be willing to learn MoneyGuide, Salesforce and Microsoft Office.

Skills

Client Service

Account Management

Administrative Tasks

Digital Tool Utilization

Team Collaboration

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Communication

Education

High school diploma or equivalent

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide administrative support to one or more financial advisors. You'll handle client communications, account tasks, scheduling, and event planning, helping clients achieve their long-term goals.

This full-time role offers comprehensive training, a collaborative network, and a path for professional growth within a Fortune 500 firm. Join a supportive team dedicated to client success and community impact, with access to extensive benefits