Client Services-Focused Branch Office Admin

Edward Jones; Ellicott City (MD); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health benefits

401k plan

Paid vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client service and administrative support to a financial advisor team. You will help manage client accounts, communications and scheduling while learning the financial services industry.

You’ll work with MoneyGuide, Salesforce and Microsoft Office, contributing to branch business plans and event initiatives. A strong communicator with attention to detail will thrive in this role.

Qualifications

• Provide exceptional client service via calls, email and in-person interactions.
• Learn financial services basics and support the advisor/branch team.
• Proactively assist in business planning and client communications.

Responsibilities

• Support client accounts and maintain accurate records.
• Open and transfer accounts; prepare documentation for advisors.
• Schedule appointments and assist with marketing initiatives.
• Utilize MoneyGuide, Salesforce and MS Office to streamline tasks.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Education

High school diploma or equivalent

Tools

Microsoft Office

Salesforce

MoneyGuide

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client service and administrative support to a financial advisor team. You will help manage client accounts, communications and scheduling while learning the financial services industry.

You’ll work with MoneyGuide, Salesforce and Microsoft Office, contributing to branch business plans and event initiatives. A strong communicator with attention to detail will thrive in this role.