Client-Focused Branch Administrator | Service & Growth

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

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision

401(k) retirement plan

Paid holidays and vacation

Bonuses and profit sharing

Employee Assistance Program

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless support to clients, manage accounts, coordinate communications, and help drive the branch's daily operations. This full-time role offers comprehensive onboarding and opportunities to grow within a national network.

The position emphasizes strong communication, attention to detail, and proficiency with technology, including common office tools, CRM, and advisory support platforms.

Qualifications

• Provide exceptional client service via calls, email, and in-person interactions.
• Support client accounts and maintain accurate records.
• Assist in business planning and coordinate marketing initiatives.
• Learn financial services concepts and support advisors.

Responsibilities

• Provide client service via inbound/outbound calls, email, and in-person interactions.
• Open and transfer accounts and process requests under advisor direction.
• Prepare materials for client meetings and manage correspondence.
• Support branch business plan execution and SOP updates.

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 seamless support to clients, manage accounts, coordinate communications, and help drive the branch's daily operations. This full-time role offers comprehensive onboarding and opportunities to grow within a national network.

The position emphasizes strong communication, attention to detail, and proficiency with technology, including common office tools, CRM, and advisory support platforms.