Client-Driven Branch Office Administrator

Edward Jones; Colorado Springs (CO); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Health Savings Account

Flexible Spending Account

Retirement Plan

Well-being programs

Bonus opportunities

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients. You’ll handle client accounts, communications, and daily operations to ensure a seamless client experience and help grow the branch’s business.

Join a collaborative environment with six months of training, broad support networks, and opportunities to contribute to planning, events, and client service improvements across the branch and region.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and requests under the direction of the financial advisor.
• Perform administrative tasks, scheduling, preparing materials for client meetings and supporting marketing efforts.

Responsibilities

• Provide exceptional client service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience.
• Account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions and maintain client records.
• Administrative tasks: scheduling appointments, preparing meeting materials, managing correspondence, and supporting marketing initiatives.

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 clients. You’ll handle client accounts, communications, and daily operations to ensure a seamless client experience and help grow the branch’s business.

Join a collaborative environment with six months of training, broad support networks, and opportunities to contribute to planning, events, and client service improvements across the branch and region.