Financial Services Branch Administrator

Edward Jones

Kendall Township (IL)

On-site

USD 42,000 - 64,000

Full time

10 days ago
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Benefits offered by this job

6-month training
Broad support network
Benefits package

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients at the branch level. You will handle client inquiries, account processing, and administrative tasks, ensuring a smooth client experience and accurate records.

You’ll receive structured 6‑month training and ample regional support to help you grow, with a comprehensive benefits package and opportunities for career advancement within a privately held, client‑centered firm.

Qualifications

  • Provide exceptional client service via calls, email, and in-person interactions.
  • Learn and manage financial accounts, transfers, and advisor requests.
  • Handle administrative tasks and support marketing initiatives.

Responsibilities

  • Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
  • Process account transactions and maintain accurate client records.
  • Schedule meetings and prepare materials for client interactions.
  • Support branch business plan execution and SOP updates.

Skills

Client service
Account management
Administrative tasks
Technology literacy

Job description

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients at the branch level. You will handle client inquiries, account processing, and administrative tasks, ensuring a smooth client experience and accurate records.

You’ll receive structured 6‑month training and ample regional support to help you grow, with a comprehensive benefits package and opportunities for career advancement within a privately held, client‑centered firm.

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