Client-Focused Branch Office Administrator

Edward Jones; Fort Wayne (IN); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Medical and Prescription Benefits

Dental and Vision Coverage

Paid Holidays and Vacation

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and clients. You will handle client accounts, communications, and daily operations, contributing to a positive client experience in a dynamic, inclusive environment.

This full-time role offers comprehensive training, a broad support network, and opportunities to develop professionally within Edward Jones's client-focused culture. Prioritize service, accuracy, and collaboration.

Qualifications

• Analytical thinking to assess client needs and processes.
• Attention to detail for accurate records and documentation.
• Adaptability to a dynamic financial services environment.
• Strong conversational skills for client interactions and relationship-building.
• Comfort with digital tools and CRM systems.
• Team collaboration to support advisors and branch goals.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and documentation under the advisor's direction.
• Perform administrative tasks, schedule meetings, prepare materials, and support marketing initiatives.
• Learn and use firm-provided software such as MS Office and CRM tools to streamline branch operations.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and clients. You will handle client accounts, communications, and daily operations, contributing to a positive client experience in a dynamic, inclusive environment.

This full-time role offers comprehensive training, a broad support network, and opportunities to develop professionally within Edward Jones's client-focused culture. Prioritize service, accuracy, and collaboration.