Branch Office Administrator

Branch Office Administrator at Edward Jones provides essential administrative and client-facing support for branch operations in Angola, IN.

• Client service via inbound/outbound calls, email, and in-person interactions
• Account opening and transfers
• Prepare materials for client meetings
• Scheduling and facilitating branch activities
• Maintain client records

Experience with Salesforce, MoneyGuide, and Microsoft Office; strong organizational and communication skills.

The ideal candidate is a customer service-oriented administrative professional with knowledge of financial services, strong client communication, and proficiency in Salesforce, MoneyGuide, and Microsoft Office. They should excel at coordinating client interactions, meetings, and branch activities.