Branch Office Administrator

Branch Office Administrator at Edward Jones provides client service and administrative support in Goshen, IN, enabling smooth day-to-day branch operations and advisor collaboration.

• 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
• Utilize MoneyGuide, Salesforce, and Microsoft Office; adapt to firm-provided software

Role relies on MoneyGuide, Salesforce, and Microsoft Office to support client accounts and branch workflows; includes training and SOP adherence.

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