Branch Office Administrator

Edward Jones is seeking a Part Time Branch Office Administrator to support a client-focused financial advisor in a local branch. In this role, you'll handle client service, appointment scheduling, paperwork processing, and daily office operations that help clients pursue long-term financial goals. You'll manage phones, greeting, and follow-up, maintain accurate records in line with firm and regulatory standards, and assist with basic marketing activities.

Edward Jones provides training, a collaborative culture, and opportunities to grow within a relationship-driven financial services firm.

Responsibilities

• Support daily branch operations, including opening, closing, and maintaining client files
• Greet clients, answer phones, and respond to routine inquiries with a client-first focus
• Schedule and confirm client appointments and prepare meeting materials
• Process account paperwork, transactions, and service requests accurately and on time
• Maintain records, databases, and office systems in compliance with firm and regulatory policies
• Assist financial advisor with marketing activities, mailings, and client follow-up
• Coordinate incoming and outgoing mail, reports, and vendors for the branch
• Monitor office supplies and equipment and arrange service or replenishment as needed
• Protect sensitive client information and follow confidentiality and compliance standards
• Participate in firm training and development to build product and service knowledge

Required Skills

• Client service
• Office administration
• Appointment scheduling
• Data entry and records management
• Financial paperwork processing
• Regulatory and compliance awareness
• Telephone etiquette
• Microsoft Office (Word, Excel, Outlook)
• CRM or client database use
• Time management and multitasking