Client-Focused Branch Office Administrator

Edward Jones; Elkhart (IN); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental benefits

Vision benefits

Disability insurance

Life insurance

401k retirement plan

Health savings account (HSA) / Flex

Paid holidays

Vacation 15 days

Bonuses and profit sharing

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients in a fast-paced environment. You’ll handle client communications, account activities, and administrative duties to help advisors meet long-term financial goals.

You’ll receive comprehensive training and work with a broad network across the branch and region, enabling you to grow your career within Edward Jones' supportive culture.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in developing strategies and supporting the branch business plan.
• Operate with independence while coordinating with a larger support network.

Responsibilities

• Provide client service via inbound/outbound calls, email, and in-person interactions.
• Account opening, transfers, and other requests per the financial advisor's direction.
• Schedule appointments, prepare meeting materials, manage correspondence, support 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 in a fast-paced environment. You’ll handle client communications, account activities, and administrative duties to help advisors meet long-term financial goals.

You’ll receive comprehensive training and work with a broad network across the branch and region, enabling you to grow your career within Edward Jones' supportive culture.