Branch Office Administrator

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune500 company that places the focus on clients rather than shareholder returns. Role Summary As a Branch Office Administrator, you will support financial advisors and their clients, ensuring a high‑quality client experience and smooth branch operations. Key Responsibilities Provide exceptional client service via inbound and outbound calls, email, and in‑person interactions; resolve inquiries and build strong relationships. Assist with account opening, account transfers, and other transaction requests; prepare documentation and maintain accurate records. Handle administrative and operational tasks such as scheduling appointments, preparing client‑meeting materials, managing correspondence, and supporting marketing initiatives. Participate in the annual business planning process to help advisors develop strategies for the upcoming year. Drive marketing activities, including planning and executing branch events. Use technology tools, including MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided applications. Key Skills Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Benefits Medical, prescription drug, dental, and vision coverage Voluntary benefits (accident, hospital indemnity, critical illness) Disability, basic life, and AD&D coverage at no cost 401(K) retirement plan with company match Health Savings Account (HSA) and Flexible Spending Account (FSA) Ten paid holidays, 15 days of vacation for new associates, sick time, personal days, and a paid volunteer day Potential bonuses and profit‑sharing opportunities Employee Assistance Program EEO Statement 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. #J-18808-Ljbffr