Branch Office Administrator

Overview

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose:
We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

As a Branch Office Administrator, you’ll be a vital part of our team, providing seamless support to our clients. You’ll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Process account transactions and maintain accurate client records.
• Handle various administrative tasks, including scheduling appointments and supporting marketing initiatives.
• Support the annual business planning process and assist in developing strategies for the upcoming year.
• Drive marketing activities such as planning and executing events.

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

Strong computer literacy with willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office products and other firm-provided software.

• Edward Jones’ compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life.
• 401k retirement plan and tax-advantaged accounts; ten paid holidays and 15 days vacation for new associates beginning January 1.
• Full-time associates eligible for bonuses, profit sharing, Employee Assistance Program.
• Human centered approach and partnership for positive impact.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.