Branch Office Administrator

Branch Office Administrator at Edward Jones delivers client service and administrative support to financial advisors, handling client accounts, communications, and branch operations.

• Client service via calls, email, in-person interactions
• Account opening, handling transfers
• Prepare meeting materials
• Scheduling and supporting branch planning
• Maintain client records

Proficiency with Salesforce, MoneyGuide, and Microsoft Office; strong scheduling, documentation, and client communication skills.

The ideal candidate is a customer-focused administrative professional with foundational experience in financial services, strong client service skills, and proficiency with Salesforce, MoneyGuide, and Microsoft Office. They should be able to handle inbound/outbound client interactions, account setup, and scheduling with a high degree of professionalism.