Remote Branch Support Specialist II

Edward Jones; St. Louis (MO); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k plan

Paid holidays and vacation

Job summary

Edward Jones in St. Louis, MO, is seeking an experienced administrative support professional to assist multiple Financial Advisors and Client Support Teams.

The role focuses on daily branch operations, client outreach, scheduling, document management, and research to add value through project work. Candidates should have at least 3 years in admin or customer service, strong communication, and proficiency with Microsoft Office; Salesforce familiarity is a plus.

Qualifications

• Minimum of 3 years of administrative support or customer service experience.
• Bachelor's degree preferred or equivalent experience.
• Excellent verbal and written communication skills.
• Organizational and time management skills with ability to multi-task.
• Strong computer and technical skills including effective use of Microsoft Office applications, and familiarity with Salesforce Desktop preferred.
• Comfortable utilizing multiple systems at the same time, troubleshooting and maintaining stakeholder relationships.

Responsibilities

• Partner with FAs and Client Support Teams to plan and execute daily branch functions and add value through project work.
• Deliver remote client service by anticipating needs and improving client experience through branch partnerships.
• Provide support to multiple FAs and Client Support Teams and share ideas, problem-solve, and take action.
• Create and update standard operating procedures for the branch and contribute to business plan objectives.
• Provide advanced administrative support: manage calls, emails, scheduling, document management, and asset movement.
• Assist with event planning and seminars for FAs and Client Support Teams.

Skills

Verbal communication

Written communication

Organizational skills

Multi-tasking

MS Office

Salesforce familiarity

Problem solving

Customer service

Education

Bachelor's degree or equivalent experience

Tools

Salesforce Desktop

Microsoft Office

Job description

Edward Jones in St. Louis, MO, is seeking an experienced administrative support professional to assist multiple Financial Advisors and Client Support Teams.

The role focuses on daily branch operations, client outreach, scheduling, document management, and research to add value through project work. Candidates should have at least 3 years in admin or customer service, strong communication, and proficiency with Microsoft Office; Salesforce familiarity is a plus.