Non-Reg On-Caller

Branch Office Administrator at Edward Jones provides client service and administrative support in Jackson, TN to enable effective branch operations and advisor collaboration.

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions
• Learn and manage client accounts (opening, transfers) and maintain client records
• Schedule appointments, prepare materials for client meetings, manage correspondence and supporting marketing initiatives
• Update SOPs and execute the branch business plan
• Utilize MoneyGuide, Salesforce, and Microsoft Office; adapt to firm-provided software

Role utilizes MoneyGuide, Salesforce, and Microsoft Office to support client accounts and branch workflows; includes training and SOP adherence.

The ideal candidate is an entry-level administrative professional with a focus on client service and basic financial account tasks, able to learn MoneyGuide, Salesforce, and Microsoft Office. They should support advisors in Jackson, TN with onboarding, documentation, and scheduling.