Part-Time Branch Office Administrator: Client Services & Ops

Edward Jones; Grove City (Mercer County); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical & Rx

Dental & Vision

401k retirement plan

Paid holidays

Vacation time

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and clients by handling client accounts, coordinating communications, and ensuring a positive client experience in a busy branch.

The role includes training, scheduling, document preparation, and contributing to the branch plan. A strong mix of organization, communication, and tech comfort with MoneyGuide, Salesforce, and Microsoft Office will help you grow your career with Edward Jones.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email and in-person interactions.
• Assist in opening accounts, handling transfers and client requests as directed by the advisor.
• Support scheduling, meeting materials and marketing initiatives; maintain accurate client records.
• Learn and apply fundamentals of the financial services industry and branch processes.

Responsibilities

• Deliver exceptional client service and build strong client relationships.
• Assist advisors with account openings, transfers, and documentation.
• Coordinate administrative tasks, scheduling, and branch communications.
• Support branch business planning and marketing activities.

Skills

Client Service

Account Management

Administrative Tasks

Technology

Communication

Team Collaboration

MoneyGuide

Salesforce

Microsoft Office

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and clients by handling client accounts, coordinating communications, and ensuring a positive client experience in a busy branch.

The role includes training, scheduling, document preparation, and contributing to the branch plan. A strong mix of organization, communication, and tech comfort with MoneyGuide, Salesforce, and Microsoft Office will help you grow your career with Edward Jones.