Branch Office Administrator

Branch Office Administrator provides administrative support to Edward Jones financial advisors, helping manage client accounts and communications. The role supports business planning and marketing activities and requires strong client service and technology aptitude.

• Provide exceptional client service via calls, email and in-person interactions
• Manage client accounts and documentation
• Support annual business planning and marketing initiatives
• Coordinate events and branch activities
• Maintain accurate client records and update SOPs

Stack includes MoneyGuide, Salesforce, and Microsoft Office; candidate should be comfortable learning new tools and updating SOPs.

The ideal candidate is a detail-oriented, client-focused admin support professional with financial services exposure, capable of coordinating client accounts and communications for Edward Jones. They should be proficient with CRM/financial planning tools and Microsoft Office, and comfortable supporting advisors in a fast-paced branch environment.