Client Service & Admin Lead — Branch Office

Edward Jones; Goreville (IL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k

Paid holidays

Job summary

Edward Jones in the United States seeks a Branch Office Administrator to provide administrative support to a financial advisor or a team, helping clients achieve long‑term financial goals. You’ll handle client accounts, facilitate communication, and manage daily operations to ensure a positive client experience.

Join a Fortune 500 firm and receive comprehensive 6‑month training, a broad branch-to-home-office support network, and clear opportunities to grow your career within a collaborative,

Qualifications

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Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Manage client accounts, transfers, and documentation under guidance of the financial advisor.
• Handle scheduling, meeting materials, and correspondence; support marketing initiatives.
• Learn and adapt to firm-provided software and processes.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States seeks a Branch Office Administrator to provide administrative support to a financial advisor or a team, helping clients achieve long‑term financial goals. You’ll handle client accounts, facilitate communication, and manage daily operations to ensure a positive client experience.

Join a Fortune 500 firm and receive comprehensive 6‑month training, a broad branch-to-home-office support network, and clear opportunities to grow your career within a collaborative,