Untitled Position

Part Time Branch Office Administrator supports Edward Jones financial advisors with client service, account tasks, and administrative duties, ensuring accurate records and smooth branch operations.

• Provide exceptional client service via calls, email, and in-person interactions
• Support account opening and transfers
• Prepare documentation and maintain client records
• Schedule appointments and prepare meeting materials
• Support branch marketing and SOP updates

Proficiency with MoneyGuide, Salesforce, and Microsoft Office; strong organizational and communication skills; ability to manage scheduling and documentation.

The ideal candidate is a part-time administrative professional with strong client service skills, familiar with MoneyGuide and Salesforce, and capable of handling account management tasks and scheduling to support financial advisors.