Client-Focused Branch Office Administrator

Edward Jones; Highland (IL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical & prescription benefits

Dental & Vision

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and administration for a team of financial advisors. You will manage client communications, assist with accounts and planning, and contribute to the branch's annual business plan in a fast-paced, client-focused environment.

The role offers comprehensive training, a broad support network, and opportunities for growth within a large, Fortune 500 company.

Qualifications

• Experience providing exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Ability to learn and understand the financial services industry; handle account transfers and other requests as directed.
• Strong administrative and operational support skills; able to work independently under a financial advisor.
• Proficiency with MoneyGuide, Salesforce, and Microsoft Office products.

Responsibilities

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional client experience.
• Learn and understand the financial services industry; handle account openings, transfers, and other requests as directed by the financial advisor.
• Perform administrative tasks, schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives.
• Streamline processes with SOP updates and support the branch business plan.

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and administration for a team of financial advisors. You will manage client communications, assist with accounts and planning, and contribute to the branch's annual business plan in a fast-paced, client-focused environment.

The role offers comprehensive training, a broad support network, and opportunities for growth within a large, Fortune 500 company.