Client-Driven Branch Office Admin (Financial Services)

Edward Jones; Wickenburg (AZ); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

401k retirement plan

Ten paid holidays

15 days of vacation

Volunteer day

Job summary

Edward Jones is seeking a Branch Office Administrator to provide essential client support, account processing, and operational help for a team of financial advisors. You’ll engage with clients via calls, email, and in-person visits, while handling routine account tasks and preparations for meetings.

You’ll work with MoneyGuide, Salesforce, and Microsoft Office to keep processes smooth, while contributing to annual planning and marketing efforts in a collaborative environment.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and support client accounts, transfers, and documentation with accuracy.
• Support branch operations and marketing initiatives under the guidance of the advisor.

Responsibilities

• Deliver outstanding service to clients and respond promptly to inquiries.
• Assist in account openings, transfers, and client requests as directed.
• Prepare materials for client meetings and support branch planning.
• Utilize MoneyGuide, Salesforce, and MS Office to streamline tasks.

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 essential client support, account processing, and operational help for a team of financial advisors. You’ll engage with clients via calls, email, and in-person visits, while handling routine account tasks and preparations for meetings.

You’ll work with MoneyGuide, Salesforce, and Microsoft Office to keep processes smooth, while contributing to annual planning and marketing efforts in a collaborative environment.