Client Services & Branch Operations Administrator

Edward Jones; Illinois; Hybrid; USD 38,000 - 62,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k

Paid holidays

Vacation

Volunteer time

Job summary

Edward Jones is recruiting a Branch Office Administrator to support financial advisors and clients in a fast-paced office environment. You will handle client inquiries, process routine transactions, and help run branch operations with a focus on accuracy and compliance.

You’ll be trained extensively, work with a broad support network, and contribute to personalized client experiences while collaborating with teams nationwide.

Qualifications

• Provide professional client service and administrative support to financial advisors.
• Learn industry processes, duties, and compliance requirements.
• Proactively assist in branch planning and client communications.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Handle account transfers, documentation, and client record updates.
• Support scheduling, meeting materials, and branch events.
• Learn and apply MoneyGuide, Salesforce, and Office tools efficiently.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is recruiting a Branch Office Administrator to support financial advisors and clients in a fast-paced office environment. You will handle client inquiries, process routine transactions, and help run branch operations with a focus on accuracy and compliance.

You’ll be trained extensively, work with a broad support network, and contribute to personalized client experiences while collaborating with teams nationwide.