Client-Focused Branch Office Administrator

Edward Jones; Columbus (NE); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Medical & prescription coverage

Dental & Vision

401k plan

Paid holidays

Vacation days

Volunteer time off

Job summary

Edward Jones seeks a Branch Office Administrator to deliver seamless client service and support for financial advisors. You will handle client inquiries, account-related requests, and daily operations in a fast-paced branch environment.

The role emphasizes strong communication, attention to detail, and the ability to collaborate with a large regional team while supporting marketing and process improvements.

Qualifications

• Provide exceptional client service via multiple channels and maintain strong client relationships.
• Learn and handle account openings, transfers and other requests as directed by the advisor.
• Perform administrative tasks and support branch operations and marketing initiatives.
• Demonstrate strong computer literacy and willingness to learn MoneyGuide, Salesforce and Office products.

Responsibilities

• Provide client service via inbound/outbound calls, email, and in-person interactions.
• Process account transactions and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, and support branch business planning.
• Assist in updating SOPs and executing the branch plan.

Skills

Client Service

Account Management

Administrative Support

Technology literacy

Communication

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones seeks a Branch Office Administrator to deliver seamless client service and support for financial advisors. You will handle client inquiries, account-related requests, and daily operations in a fast-paced branch environment.

The role emphasizes strong communication, attention to detail, and the ability to collaborate with a large regional team while supporting marketing and process improvements.