About this role
Branch Office Administrator role supporting Edward Jones in Summerfield, FL with client service, account handling, and branch operations using MoneyGuide, Salesforce, and MS Office.
Key Responsibilities
- Client service via inbound/outbound calls, email, and in-person interactions
- Account opening and transfers
- Administrative & operational support
- Technology proficiency with MoneyGuide, Salesforce, Microsoft Office
- Support branch marketing events
Technical Overview
Proficiency with MoneyGuide, Salesforce, and Microsoft Office; ability to learn new technologies and update SOPs; entails front-line client service and administrative tasks.
Ideal Candidate
The ideal candidate is an entry-level Branch Office Administrator in Summerfield, FL, with strong client service and admin skills, comfortable using MoneyGuide, Salesforce, and Microsoft Office, and able to support branch operations onsite.
Must-Have Skills
Client Service: Provide exceptional service to clients via inbound and outbound callsemailand in-person interactions.Account Management: Aptitude to learn and understand the financial services industry. Includes account openinghandling account transfers and other requests at the direction of the financial advisor.Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasksincluding scheduling appointmentspreparing materials for client meetingsmanaging correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuideSalesforceMicrosoft Office products and other firm-provided software.
Required Skills
Analytical ThinkingAttention to DetailAdaptabilityConversational SkillsDigital Tool UtilizationTeam CollaborationClient ServiceAccount ManagementAdministrative & Operational SupportTechnologyMoneyGuideSalesforceMicrosoft Office
Hard Skills
MoneyGuideSalesforceMicrosoft Office
Soft Skills
Analytical ThinkingAttention to DetailAdaptabilityConversational SkillsDigital Tool UtilizationTeam Collaboration
Keywords for Your Resume
Branch Office AdministratorBOAEdward JonesSummerfieldFLfinancial advisorclient serviceinbound and outbound callsemailin-person interactionsaccount openingaccount transfersSOPsMoneyGuideSalesforceMicrosoft Office6-month trainingmarketing eventsbranch business plananalytical thinkingattention to detailbranch office administrator
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