Client-Focused Branch Office Administrator

Edward Jones; Wellington (OH); Sur place; USD 42 000 - 54 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental

Vision care

401k plan

Paid holidays

Vacation days

Volunteer time

Résumé du poste

Edward Jones in the United States is seeking a Branch Office Administrator to provide essential administrative support to financial advisors and client accounts. You will handle inquiries, coordinate scheduling, and help ensure a positive client experience across calls, email, and in‑person interactions.

This full‑time role offers comprehensive training, a broad support network, and growth opportunities within a nationally recognized firm.

Qualifications

• Proven ability to provide exceptional client service.
• Strong attention to detail in handling client records and inquiries.
• Excellent communication skills across calls, email, and in-person interactions.
• Able to adapt to changing client needs and priorities.
• Collaborative team player with a client‑focused mindset.

Responsabilités

• Provide exceptional client service via inbound/outbound calls, email and in‑person interactions.
• Assist with account opening, transfers and documentation under advisor direction.
• Support administrative tasks including scheduling, materials for meetings, and marketing activities.
• Learn and use firm software and processes to support branch operations.

Connaissances

Client service

Attention to detail

Communication skills

Adaptability

Team collaboration

Outils

MoneyGuide

Salesforce

Microsoft Office

Description du poste

Edward Jones in the United States is seeking a Branch Office Administrator to provide essential administrative support to financial advisors and client accounts. You will handle inquiries, coordinate scheduling, and help ensure a positive client experience across calls, email, and in‑person interactions.

This full‑time role offers comprehensive training, a broad support network, and growth opportunities within a nationally recognized firm.