Client-Centric Branch Office Administrator

Edward Jones; Topeka (KS); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription drug

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to join our client-focused team. You will support financial advisors by handling client accounts, processing transactions, and coordinating communications to ensure a seamless client experience.

Expect comprehensive training, a broad support network, and opportunities to contribute to business planning, events, and marketing efforts while working with a collaborative, inclusive culture.

Qualifications

• Analytical and problem-solving abilities to support client needs.
• Strong attention to detail and organizational skills.
• Ability to adapt in a fast-paced customer service environment.
• Excellent interpersonal and conversational skills.
• Comfort with using technology and firm-provided software.
• Collaborative work with a large support network.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation per advisor guidance.
• Perform administrative tasks, scheduling, and support branch business plans.
• Utilize MoneyGuide, Salesforce, and MS Office to streamline processes.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Analytical Thinking

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to join our client-focused team. You will support financial advisors by handling client accounts, processing transactions, and coordinating communications to ensure a seamless client experience.

Expect comprehensive training, a broad support network, and opportunities to contribute to business planning, events, and marketing efforts while working with a collaborative, inclusive culture.