Client-Focused Branch Office Administrator

Edward Jones; Trinidad (CO); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Paid holidays

Vacation time

Volunteer day

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with account activity and communications. Youll help maintain client relationships and ensure a seamless service experience at the branch level.

Youll undergo comprehensive training and join a large network providing collaboration, resources, and career growth within a community-focused, private firm.

Qualifications

• Client service orientation with strong communication skills.
• Aptitude to learn the financial services industry and processes.
• Detail-oriented with ability to manage multiple tasks.
• Comfort with using MoneyGuide, Salesforce and MS Office tools.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation for advisors.
• Support administrative tasks and help execute the branch business plan.
• Utilize firm-provided software and digital tools to enhance client experience.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with account activity and communications. Youll help maintain client relationships and ensure a seamless service experience at the branch level.

Youll undergo comprehensive training and join a large network providing collaboration, resources, and career growth within a community-focused, private firm.