Client Services & Branch Office Administrator

Edward Jones; Lake Orion (MI); On-site; USD 40,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription

Dental and Vision

401k retirement plan

Paid time off

Job summary

Edward Jones in Michigan is seeking a Branch Office Administrator to provide essential client service and administrative support to financial advisors. You will manage client accounts, handle communications, and help execute the branch business plan to deliver outstanding experience.

Join a Fortune 500 company that values inclusion, professional development, and a strong culture of teamwork. The BOA role offers comprehensive training, mentorship, and opportunities to contribute to

Qualifications

• Client service mindset with strong communication.
• Ability to manage client accounts and support a financial advisor.
• Experience supporting marketing initiatives and branch operations.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation per advisor directions.
• Handle scheduling, meeting preparation, and branch-related administrative tasks.
• Learn and use MoneyGuide, Salesforce, and Microsoft 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 in Michigan is seeking a Branch Office Administrator to provide essential client service and administrative support to financial advisors. You will manage client accounts, handle communications, and help execute the branch business plan to deliver outstanding experience.

Join a Fortune 500 company that values inclusion, professional development, and a strong culture of teamwork. The BOA role offers comprehensive training, mentorship, and opportunities to contribute to