Branch Office Administrator

Edward Jones is seeking a Branch Office Administrator for our Concordia, KS office. In this client-focused role, you'll partner with a financial advisor to support branch operations, deliver exceptional service, and help clients pursue long-term financial goals. Responsibilities include greeting clients, scheduling appointments, preparing and processing account documents, maintaining accurate records, and coordinating communications. We provide comprehensive training, support for professional development, and a collaborative, values-driven environment focused on integrity, inclusion, and career growth.

Responsibilities

• Support the financial advisor with daily branch operations and client service activities
• Greet clients, answer phones, and respond to client inquiries professionally and promptly
• Prepare, process, and track client documentation, forms, and account paperwork
• Maintain accurate client records, files, and data in firm systems while protecting confidentiality
• Schedule and confirm client appointments, meetings, and follow-up calls
• Assist with marketing initiatives, client events, and outreach to deepen relationships
• Monitor account activity, resolve basic issues, and escalate complex needs to the advisor
• Handle incoming and outgoing mail, reports, and branch correspondence
• Ensure the branch office environment is organized, welcoming, and compliant with firm policies
• Collaborate with home-office support teams to ensure smooth, compliant branch operations

Required Skills

• Client relationship management
• Office administration
• Data entry and accuracy
• Financial documentation processing
• Scheduling and calendar management
• CRM or client database software
• Telephone and receptionist skills
• Regulatory and confidentiality awareness
• Mail and records management
• Basic financial services knowledge