Client-Focused Branch Office Administrator

Edward Jones; Upper Arlington (OH); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones seeks a Branch Office Administrator to join a client-centric team. You will support financial advisors, manage client accounts, and facilitate communications to ensure a positive client experience. The role offers a path to growth within a large, private financial services firm.

Expect comprehensive training, a broad support network, and opportunities to participate in branch business planning and marketing activities as you develop your career in a dynamic environment.

Qualifications

• Provide exceptional client service via calls, email, and in-person interactions.

Responsibilities

• Provide exceptional client service and build strong client relationships.
• Handle account opening, transfers, and service requests per advisor directions.
• Schedule appointments and prepare materials for client meetings.
• Support branch marketing initiatives and streamline administrative tasks with SOP updates.

Skills

Client service

Account management

Administrative support

Communication skills

Digital literacy

Education

High school diploma or equivalent

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones seeks a Branch Office Administrator to join a client-centric team. You will support financial advisors, manage client accounts, and facilitate communications to ensure a positive client experience. The role offers a path to growth within a large, private financial services firm.

Expect comprehensive training, a broad support network, and opportunities to participate in branch business planning and marketing activities as you develop your career in a dynamic environment.