Dynamic Branch Office Administrator

Edward Jones; Richmond (KY); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental coverage

Vision coverage

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients with account handling, scheduling, and communications. The role emphasizes delivering exceptional client service and contributing to the branch's strategic plan.

You will work in a dynamic environment with comprehensive training, a broad support network, and opportunities to grow within the organization.

Qualifications

• Strong communication and client service mindset.
• Ability to learn financial services processes and documentation.
• Proficiency with CRM tools and Microsoft Office suite.
• Independent work style with reliable collaboration.

Responsibilities

• Provide exceptional client service via calls, email and in person.
• Handle account openings, transfers, and documentation under guidance.
• Perform administrative tasks and support branch marketing initiatives.
• Assist in developing and executing the branch business plan.
• Maintain accurate client records and streamline processes.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients with account handling, scheduling, and communications. The role emphasizes delivering exceptional client service and contributing to the branch's strategic plan.

You will work in a dynamic environment with comprehensive training, a broad support network, and opportunities to grow within the organization.