Client-Focused Branch Office Administrator

Edward Jones; Shawnee (KS); Presencial; USD 50.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical & Prescription

Dental & Vision

401k & Retirement

Paid Holidays & Vacation

Descripción de la vacante

Edward Jones is seeking a Branch Office Administrator to provide essential support to a financial advisor or a team of advisors. You will manage client accounts, coordinate communications, and ensure a seamless client experience in a dynamic office environment.

You’ll receive comprehensive 6-month training, access to a wide support network, and opportunities for career growth. The role leverages MoneyGuide, Salesforce, and Microsoft Office in daily operations.

Formación

• Analytical thinking and communication skills are essential.
• Ability to adapt to a fast-paced environment and manage multiple tasks.
• Strong attention to detail in client service and documentation.
• Comfort with digital tools and client data handling.

Responsabilidades

• Provide exceptional client service via calls, email, and in-person interactions.
• Handle account openings, transfers, and advisor-directed requests.
• Provide administrative and operational support to the advisor and branch.
• Learn and use firm-provided software and tools to support daily tasks.

Conocimientos

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Herramientas

MoneyGuide

Salesforce

Microsoft Office

Descripción del empleo

Edward Jones is seeking a Branch Office Administrator to provide essential support to a financial advisor or a team of advisors. You will manage client accounts, coordinate communications, and ensure a seamless client experience in a dynamic office environment.

You’ll receive comprehensive 6-month training, access to a wide support network, and opportunities for career growth. The role leverages MoneyGuide, Salesforce, and Microsoft Office in daily operations.