Position Details
About this role
Branch Office Administrator handles client service, account support, and administrative tasks for Edward Jones in a financial services setting.
Key Responsibilities
- Client service and inquiries
- Account handling and documentation
- Administrative support and SOP updates
- Scheduling and meeting prep
- Marketing planning and events
Technical Overview
Utilizes MoneyGuide, Salesforce, and Microsoft Office to support client accounts and branch operations; participates in ongoing training and branch initiatives.
Ideal Candidate
The ideal candidate is a client-focused administrator with 3+ years supporting financial professionals, proficient with CRM tools (Salesforce) and financial planning platforms (MoneyGuide) to enable smooth client interactions and branch operations.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of experience with Salesforce or MoneyGuide, Inability to work in a banking/financial-services environment, No client-service or administrative background
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