Client-Focused Branch Office Administrator

Edward Jones; Naples (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and vision

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones seeks a Branch Office Administrator to provide essential administrative support to a financial advisor or team. You will aid client accounts, facilitate communication, and ensure a positive client experience in a dynamic environment.

You’ll receive six months of comprehensive training with a mentoring peer and join a broad support network spanning from your branch to the home office. This role offers growth within a privately held firm that values collaboration and client focus.

Qualifications

• Analytical thinking and attention to detail are essential for client and account support.
• Strong adaptability and conversational skills help in handling inquiries and guiding clients.
• Proficiency with digital tools like MoneyGuide, Salesforce, and Office is required.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation under advisor direction.
• Schedule appointments, prepare materials for client meetings, and support branch marketing efforts.
• Learn and apply MoneyGuide, Salesforce, and Office tools to streamline processes.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones seeks a Branch Office Administrator to provide essential administrative support to a financial advisor or team. You will aid client accounts, facilitate communication, and ensure a positive client experience in a dynamic environment.

You’ll receive six months of comprehensive training with a mentoring peer and join a broad support network spanning from your branch to the home office. This role offers growth within a privately held firm that values collaboration and client focus.