Client Services & Branch Office Administrator

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

Benefits offered by this job

Health insurance

Dental & Vision coverage

401(k) with company match

Paid holidays

Vacation and sick leave

Volunteer time off

Disability & life insurance

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide vital administrative support to a financial advisor or team. You’ll manage client communications, account requests, and scheduling, helping clients achieve their long-term goals.

As part of a large, client-focused firm, you’ll receive comprehensive training, a collaborative environment, and a full benefits package. This is a full-time role with opportunities for growth within the organization.

Qualifications

• Provide exceptional client service and maintain strong client relationships.
• Learn the financial services industry, including account opening and transfers.
• Support branch operations and marketing initiatives with independence and initiative.

Responsibilities

• Provide client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and client record maintenance.
• Schedule appointments, prepare meeting materials, and support branch business planning.
• Support technology usage and training on tools like MoneyGuide and Salesforce.

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 is seeking a Branch Office Administrator to provide vital administrative support to a financial advisor or team. You’ll manage client communications, account requests, and scheduling, helping clients achieve their long-term goals.

As part of a large, client-focused firm, you’ll receive comprehensive training, a collaborative environment, and a full benefits package. This is a full-time role with opportunities for growth within the organization.