Client-Focused Branch Operations Associate

Edward Jones; Louisville (CO); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays

Vacation time

Bonuses & profit sharing

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with seamless client service, account management, and administrative tasks within a collaborative team environment.

The role emphasizes learning tools like MoneyGuide and Salesforce while contributing to branch business plans and marketing activities. This is a full-time, on-site position offering comprehensive benefits as described in Edward Jones' associates program.

Qualifications

• Experience working with clients and financial services knowledge is desirable.
• Ability to learn industry tools and maintain accurate client records.
• Strong communication and organizational skills required.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Manage accounts and process requests under the advisor's direction.
• Support administrative tasks and assist in branch marketing initiatives.
• Learn and use MoneyGuide, Salesforce, and Office tools to streamline workflows.

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 seamless client service, account management, and administrative tasks within a collaborative team environment.

The role emphasizes learning tools like MoneyGuide and Salesforce while contributing to branch business plans and marketing activities. This is a full-time, on-site position offering comprehensive benefits as described in Edward Jones' associates program.