Client-Focused Financial Office Admin

Edward Jones; Boiling Springs (SC); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Health Savings Account

Flexible Spending Account

Voluntary Benefits

Well-being programs

Retirement Plan

Bonus opportunities

Job summary

Edward Jones is seeking a Branch Office Administrator to join our team in a client-centered role. You will support financial advisors, manage client communications, and contribute to the branch operations that help clients meet their long-term goals.

You will work with MoneyGuide, Salesforce, and MS Office to manage accounts, schedule meetings, and assist with marketing initiatives. This role offers training, a broad support network, and opportunities for career growth within Edward Jones.

Qualifications

• Analytical thinking with client-focused problem solving.
• Strong attention to detail in documentation and records.
• Adaptability to a fast-paced, service-driven environment.
• Clear, effective communication with clients and team members.
• Proficiency with MoneyGuide, Salesforce and MS Office.
• Ability to collaborate across a large team.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email and in-person interactions.
• Account opening, transfers, and other requests under the advisor's direction; maintain client records.
• Administrative support: scheduling, meeting materials, correspondence, and SOP updates.
• Support branch marketing initiatives and assist in the branch business plan.

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 join our team in a client-centered role. You will support financial advisors, manage client communications, and contribute to the branch operations that help clients meet their long-term goals.

You will work with MoneyGuide, Salesforce, and MS Office to manage accounts, schedule meetings, and assist with marketing initiatives. This role offers training, a broad support network, and opportunities for career growth within Edward Jones.