Client-First Branch Office Administrator

Edward Jones; Atchison (KS); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k retirement plan

Paid time off

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with account services and communications. You will work within a dynamic team to deliver a seamless client experience while upholding company standards.

You will engage in daily client interactions, assist with accounts, and contribute to branch goals. A training-intensive environment with a broad support network is provided to help you grow professionally.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and advisor-directed requests.
• Work independently while supporting branch and regional objectives.

Responsibilities

• Deliver exceptional personalized service to clients to ensure they feel understood and informed.
• Participate in annual business planning to help develop strategies for the upcoming year.
• Identify client life events signaling needs for added services and solutions.
• Drive marketing activities including planning and executing events.

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 with account services and communications. You will work within a dynamic team to deliver a seamless client experience while upholding company standards.

You will engage in daily client interactions, assist with accounts, and contribute to branch goals. A training-intensive environment with a broad support network is provided to help you grow professionally.