Client-Focused Branch Office Administrator

Edward Jones; Shawnee (KS); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

Paid holidays

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients in the Shawnee, KS area. You will assist with client accounts, communications, and ensuring a positive client experience while working within a large team.

The role includes structured training, a broad support network, and opportunities for growth within a reputable financial services firm. Strong communication and organizational skills are essential for success.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Aptitude to learn the financial services industry and processes.
• Strong computer literacy and willingness to learn new technology.

Responsibilities

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn and understand the financial services industry; handle account openings and transfers as directed by the advisor.
• Administrative & Operational Support: Perform scheduling, materials prep, communications, and support marketing initiatives; assist with branch business plans.
• Technology: Be proficient with MoneyGuide, Salesforce, Microsoft Office, and firm software.

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients in the Shawnee, KS area. You will assist with client accounts, communications, and ensuring a positive client experience while working within a large team.

The role includes structured training, a broad support network, and opportunities for growth within a reputable financial services firm. Strong communication and organizational skills are essential for success.