Branch Office Administrator

Branch Office Administrator provides administrative and client-support functions for Edward Jones advisors, managing client accounts, communications, scheduling, and marketing activities to support branch goals.

• Provide administrative support to the financial advisors
• Manage client accounts and communication
• Respond to inquiries and resolve issues
• Schedule appointments and prepare meeting materials
• Drive marketing activities

Technology focus includes MoneyGuide, Salesforce, and Microsoft Office; emphasis on SOPs and branch business planning; ability to learn new tools and streamline processes.

The ideal candidate is an entry-level Branch Office Administrator with strong client service, administrative skills, and the ability to support financial advisors. They should be proficient with Salesforce, MoneyGuide, and Microsoft Office, and comfortable in a fast-paced financial services environment.