Client-Focused Finance Office Administrator

Edward Jones; Loves Park (IL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) retirement plan with company匹配

Paid holidays & vacation

Job summary

Edward Jones is hiring a Branch Office Administrator to join our team and support financial advisors in delivering excellent client service. You will help manage client accounts, communications, and day-to-day office operations in a dynamic, client-centric environment.

You will receive a thorough six-month training program, access to a broad support network, and opportunities to contribute to branch and firm success while growing your career within a private, client-focused firm.

Qualifications

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Respond to inquiries, resolve issues, and ensure an exceptional experience.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.

Responsibilities

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn the financial services industry, including account opening, handling transfers and other requests as directed by the advisor.
• Administrative & Operational Support: Schedule appointments, prepare materials for meetings, manage correspondence and support marketing initiatives; update SOPs.
• Technology: Proficiency with MoneyGuide, Salesforce, Microsoft Office and other firm‑provided software.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to join our team and support financial advisors in delivering excellent client service. You will help manage client accounts, communications, and day-to-day office operations in a dynamic, client-centric environment.

You will receive a thorough six-month training program, access to a broad support network, and opportunities to contribute to branch and firm success while growing your career within a private, client-focused firm.