Position Details
About this role
Branch Office Administrator at Edward Jones provides administrative support to financial advisors, handling client interactions and account-related tasks to ensure a positive client experience.
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
Uses MoneyGuide, Salesforce, and Microsoft Office to support client service, account management, and branch operations; participates in 6-month training and marketing activities.
Ideal Candidate
The ideal candidate is an entry-level administrative professional who can efficiently support financial advisor teams, handle client interactions, and manage basic CRM/tooling (MoneyGuide, Salesforce, Microsoft Office) to deliver strong client service in a banking environment.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Not located in or able to work in Union Grove, WI, Lack of client service or administrative experience, No experience with CRM tools (Salesforce) or financial tools (MoneyGuide)
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