Financial Services Branch Administrator

Support financial advisors and clients at Edward Jones as a Branch Office Administrator using client service and account management skills.

This Branch Office Administrator position provides administrative support to one or more financial advisors. You will support client accounts, facilitate communication, and help create positive client experiences. The work includes client service, account processing, scheduling, correspondence, and marketing support.

• Deliver personalized service through calls, email, and in-person interactions
• Open accounts, process transactions, and handle account transfers
• Prepare documentation and maintain accurate client records
• Schedule appointments and prepare client meeting materials
• Support events, marketing initiatives, and branch planning

• Strong computer literacy and willingness to learn new programs
• Analytical thinking and careful attention to detail
• Adaptability and effective conversational skills
• Ability to work independently at advisor direction
• Knowledge of Money Guide, Salesforce, or Microsoft Office is relevant

Bring client service, account management, administrative support, and technology skills to Edward Jones as a Branch Office Administrator.