Non-Reg On-Caller

Branch Office Administrator at Edward Jones provides client service and administrative support in Arlington Heights, IL, enabling smooth 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 support marketing initiatives
• Update SOPs and execute the branch business plan
• Utilize MoneyGuide, Salesforce, and Microsoft Office; adapt to firm-provided software

Role relies on 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 customer-service mindset who can support advisors in Arlington Heights. Proficiency with MoneyGuide, Salesforce, and Microsoft Office is expected, along with the ability to manage client accounts and marketing support tasks.