Build financial services expertise at Edward Jones through account management, accurate documentation, and administrative support for financial advisors. Use digital tools to support clients.
The Branch Office Administrator partners with financial advisors to help clients pursue long-term financial goals. You manage client account requests, maintain records, coordinate appointments, and support branch operations. Success calls for analytical thinking, attention to detail, adaptability, and strong communication.
Key Responsibilities:
- Learn account opening, transfers, transactions, and client requests
- Prepare documentation and maintain accurate client records
- Manage correspondence and schedule client appointments
- Update standard operating procedures and streamline processes
- Execute branch business plan activities strategically
Requirements:
- Ability to understand financial services industry processes
- Strong computer literacy and digital tool utilization
- Willingness to learn MoneyGuide, Salesforce, and Microsoft Office
- Ability to work independently at advisor direction
- Commitment to accurate administrative and operational support
Apply analytical thinking, technology skills, and account administration capabilities as an Edward Jones Branch Office Administrator.
Financial Services Branch Administrator in Auburn employer: Edward Jones
Edward Jones is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to lead transformative initiatives in the financial services sector. Located in Canada, the company offers competitive benefits, professional development opportunities, and a commitment to work-life balance, making it an ideal place for those looking to make a meaningful impact while growing their careers.
