Senior Branch Office Administrator—Client Support & Growth

Edward Jones; Simpsonville (SC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Comprehensive training

Large support network

Team backing

Job summary

Edward Jones is seeking a Sr. Branch Office Administrator to provide seamless support to clients and financial advisors.

You will assist with client accounts, communications, and ensuring a positive client experience while growing your career in a dynamic environment. You will participate in annual business planning, support marketing initiatives, and learn firm systems such as MoneyGuide, Salesforce, and Microsoft Office.

Qualifications

• 5+ years of related financial services, banking, or legal experience plus progression/responsibility.
• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions, building relationships.
• Account opening, transfers and requests per financial advisor directions, maintain client records.
• Administrative tasks: scheduling, materials for meetings, correspondence, and marketing support.
• Proficiency with MoneyGuide, Salesforce, Microsoft Office and firm software.

Responsibilities

• Deliver exceptional personalized service to clients, ensuring they are informed and understood.
• Support client accounts and communications to ensure a positive client experience.
• Assist in annual business planning and development of strategies for the upcoming year.
• Drive marketing activities such as planning and executing events.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Sr. Branch Office Administrator to provide seamless support to clients and financial advisors.

You will assist with client accounts, communications, and ensuring a positive client experience while growing your career in a dynamic environment. You will participate in annual business planning, support marketing initiatives, and learn firm systems such as MoneyGuide, Salesforce, and Microsoft Office.