Client-Driven Financial Branch Coordinator

Edward Jones; Highland (IN); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

Disability insurance

401k

Job summary

Edward Jones in the United States is hiring a Branch Office Administrator to support financial advisors and clients, handling accounts, communications, and daily branch operations. The role offers comprehensive training and integration into a large network with thousands of colleagues.

You will deliver personalized service, participate in business planning, and help grow client relationships while using tools like MoneyGuide, Salesforce, and MS Office.

Qualifications

• Customer-focused professional with strong communication and problem-solving skills.
• Ability to learn financial services concepts and processes.
• Experience handling client inquiries and transactional requests is a plus.

Responsibilities

• Client service via inbound/outbound calls, email, and in-person interactions.
• Account opening, transfers, and maintaining client records.
• Administrative tasks including scheduling, meeting prep, and marketing support.
• Proficiency with firm-provided software and general technology.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is hiring a Branch Office Administrator to support financial advisors and clients, handling accounts, communications, and daily branch operations. The role offers comprehensive training and integration into a large network with thousands of colleagues.

You will deliver personalized service, participate in business planning, and help grow client relationships while using tools like MoneyGuide, Salesforce, and MS Office.