Position Details
About this role
Part-time Branch Office Administrator at Edward Jones supports financial advisors with client service, account management, and administrative tasks, leveraging MoneyGuide, Salesforce, and MS Office to maintain efficient branch operations and marketing activities.
Key Responsibilities
- Provide administrative support to a financial advisor or a team of advisors
- Manage client communications and maintain accurate client records
- Assist in annual business planning and branch marketing activities
- Utilize MoneyGuide, Salesforce, and Microsoft Office to streamline workflows
- Deliver exceptional client service via phone, email, and in-person interactions
Technical Overview
Non-technical administrative role requiring proficiency in MoneyGuide, Salesforce, and Microsoft Office; ability to learn SOPs and regulatory-informed processes; focus on client service and branch support.
Ideal Candidate
The ideal candidate is a part-time Branch Office Administrator with strong client service and administrative skills, proficient with MoneyGuide, Salesforce, and Microsoft Office, able to support multiple advisors.
Must-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Must be able to work part-time (~30 hours/week), Must be located in or near Evanston, WY or willing to work onsite, No explicit finance/financial services experience would be a disqualifier
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