Branch Office Administrator

Branch Office Administrator supports financial advisors by delivering exceptional client service, managing client accounts, and coordinating scheduling and meetings. The role includes onboarding, marketing support, and leveraging firm tools to enhance client experience.

• Provide exceptional client service to clients via inbound and outbound calls, email, and in-person interactions
• Manage client accounts and maintain strong relationships
• Schedule appointments and prepare materials for client meetings
• Support annual business planning and marketing initiatives
• Use MoneyGuide, Salesforce, and Microsoft Office to support daily tasks

Focus on administrative efficiency with MoneyGuide, Salesforce, and Microsoft Office; requires strong communication and organizational skills to support branch operations.

The ideal candidate is a customer-service oriented administrative professional who can support financial advisors, manage client communications, and handle scheduling and events within an Edward Jones branch.