Client-Focused Office Administrator | Growth & Training

Edward Jones; Pleasant Hill (IA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical & Prescription

Dental

Vision

401k

Paid holidays & vacation

Volunteer time

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients in a fast-paced branch environment. You will assist with client accounts, communication, and daily operations while delivering a positive client experience.

You will participate in a comprehensive training program and join a large support network spanning branch, regional, and home office teams. The role emphasizes service, organization, and collaboration.

Qualifications

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Support account opening, transfers, and documentation with attention to accuracy.
• Learn financial services processes and adapt to branch workflows.
• Utilize firm tools to support marketing and client events.

Responsibilities

• Deliver excellent client service and build strong client relationships.
• Assist in the annual business planning and client needs follow-up.
• Handle administrative tasks and support marketing initiatives.
• Learn and apply MoneyGuide, Salesforce and MS Office in daily work.

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 in a fast-paced branch environment. You will assist with client accounts, communication, and daily operations while delivering a positive client experience.

You will participate in a comprehensive training program and join a large support network spanning branch, regional, and home office teams. The role emphasizes service, organization, and collaboration.