Position Details
About this role
Branch Office Administrator at Edward Jones in Carmel, IN, providing client service, account management support, and administrative tasks to support advisors and branch operations.
Key Responsibilities
- Client service and relationship support; account management and documentation; prepare materials for client meetings; manage correspondence and marketing initiatives; maintain SOPs
Technical Overview
Financial services administrative role with CRM and planning tools (MoneyGuide, Salesforce) and general office software.
Ideal Candidate
An entry-level administrative professional with strong client service and CRM experience, capable of supporting financial advisors and handling daily office operations using MoneyGuide, Salesforce, and MS Office.
Must-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Not onsite or unable to work in Carmel, IN
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