Position Details

Type Full-Time

Experience entry

Exp. Years Not specified

Education Not specified

Category Finance & Accounting

About this role

Branch Office Administrator (Non-Reg On-Caller) role within Edward Jones focusing on client service, administrative support, and coordination of branch operations.

Key Responsibilities

Provide exceptional client service via calls, email, and in-person interactions
Support client accounts and requests
Schedule appointments and prepare materials for meetings
Maintain accurate client records and SOPs
Support marketing initiatives and branch operations

Technical Overview

Role centers on administrative tasks and client-facing support using CRM tools (MoneyGuide, Salesforce) and Microsoft Office; no regulatory exams required at hire.

Ideal Candidate

The ideal candidate is an organized, customer-service oriented individual with strong administrative skills and the ability to learn financial services tools (MoneyGuide, Salesforce) to support financial advisors and clients.

Must-Have Skills

Client Service: Provide exceptional service to clients via inbound and outbound callsemailand in-person interactionsAccount Management: learn and understand financial services industryAdministrative & Operational Support: schedulingpreparing materialsupdating SOPs

Required Skills

Client ServiceAccount ManagementAdministrative & Operational SupportTechnology proficiency (MoneyGuideSalesforceMicrosoft Office)SchedulingDocumentationSOP maintenanceinbound/outbound callsCRM

Hard Skills

MoneyGuideSalesforceMicrosoft Office

Soft Skills

Analytical thinkingAttention to detailAdaptabilityConversational skillsDigital tool utilization

Industry & Role

Industry Banking

Job Function Provide comprehensive administrative and client-support services to financial advisors and clients.

Role Subtype Administrative & Operations Support

Keywords for Your Resume

branch office administratorBOAEdward Jonesfinancial servicesclient serviceadministrative supportMoneyGuideSalesforceMicrosoft Officeinbound callsoutbound callsscheduling appointmentsdocumentationaccount managementclient accountsbranch processescomplianceteam collaborationCRMcustomer service

Deal Breakers

Lack of ability to perform inbound/outbound client communication, Inability to learn and use CRM/tools like MoneyGuide or Salesforce

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