Part Time Branch Office Administrator

Part-time Branch Office Administrator at Edward Jones in Manheim, PA. Provides client service, account management, and administrative support to financial advisors; supports marketing initiatives and events.

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions
• Respond to inquiries, resolve issues, and maintain relationships with clients and referral sources
• Schedule appointments and prepare materials for client meetings
• Manage client accounts and documentation
• Support marketing activities and events

Proficiency with MoneyGuide, Salesforce, and Microsoft Office; ability to schedule, prepare meetings, and manage client records.

The ideal candidate is a part-time Branch Office Administrator with strong client service and account management skills, proficient in MoneyGuide, Salesforce, and Microsoft Office. They should be comfortable handling inbound/outbound calls, scheduling, and supporting branch marketing events.