Branch Office Administrator

Branch Office Administrator at Edward Jones provides administrative support to a financial advisor or team, focusing on client accounts, communication, and a positive client experience within a branch.

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions
• Learn and manage client accounts (opening, transfers) and maintain client records
• Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives
• Update SOPs and execute the branch business plan
• Use MoneyGuide, Salesforce, and Microsoft Office; adapt to firm-provided software

Role leverages MoneyGuide, Salesforce, and Microsoft Office to support client accounts and branch operations; includes a 6-month training and ongoing process improvements.

The ideal candidate is an entry-level administrative professional with strong client service instincts and a willingness to learn financial services software. They should be comfortable managing client interactions, supporting advisors, and handling routine account tasks using MoneyGuide, Salesforce, and Microsoft Office.