About this role
Provides administrative support and client-facing service to Edward Jones financial advisors, handling client accounts, communications, scheduling, and marketing activities. Includes a comprehensive 6-month training and broad branch support.
Key Responsibilities
- Client service via calls/emails/in-person
- Account opening and transfers
- Administrative & operational tasks (scheduling, materials, marketing)
- Maintain client records and SOPs
- Support branch planning and events
Technical Overview
Technical scope includesMoneyGuide, Salesforce, and Microsoft Office proficiency. Requires ability to learn new technologies and update SOPs to support the branch business plan.
Ideal Candidate
The ideal candidate is an entry-level Branch Office Administrator with strong client service, administrative abilities, and comfort learning MoneyGuide, Salesforce, and Microsoft Office. They should be detail-oriented, adaptable, and capable of supporting a financial advisor team.
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 JonesJohnstonIAfinancial advisorclient serviceinbound and outbound callsemailin-person interactionsaccount openingaccount transfersSOPsMoneyGuideSalesforceMicrosoft Office6-month trainingmarketing eventsbusiness planningbranch business plananalytical thinkingattention to detailteam collaborationbranch office administrator
Get matched to jobs like this
Luna finds roles that fit your skills and career goals — no endless scrolling required.
Create a Free Profile