Client-Focused Financial Office Administrator

Edward Jones; Saint Marys (OH); Presencial; USD 36 000 - 56 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical and prescription benefits

Dental and vision benefits

401k retirement plan

Paid holidays and vacation

Resumo da oferta

Edward Jones is seeking a Branch Office Administrator in the United States. You will support financial advisors by handling client communications, account processing, and daily branch operations. This role emphasizes service excellence, proactive planning, and collaborative teamwork within a large, client-focused firm.

You will receive comprehensive training and become part of a nationwide support network. The position offers a robust benefits package and opportunities to grow within a privately

Qualificações

• Provide exceptional client service via multiple channels and build trusted relationships.
• Learn financial services processes and support a financial advisor team.
• Coordinate administrative tasks and marketing initiatives effectively.

Responsabilidades

• Provide client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account openings, transfers, and documentation under advisor direction.
• Schedule appointments, prepare meeting materials, and support branch activities.
• Learn and use firm-provided software to streamline operations.

Conhecimentos

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Ferramentas

MoneyGuide

Salesforce

Microsoft Office

Descrição da oferta de emprego

Edward Jones is seeking a Branch Office Administrator in the United States. You will support financial advisors by handling client communications, account processing, and daily branch operations. This role emphasizes service excellence, proactive planning, and collaborative teamwork within a large, client-focused firm.

You will receive comprehensive training and become part of a nationwide support network. The position offers a robust benefits package and opportunities to grow within a privately