Branch Office Administrator

Job overview

The Branch Office Administrator role is an onsite position located in Billings, MT. Compensation is not specified, though the role supports the client support team at Edward Jones. This role exists to provide administrative support to financial advisors, helping clients achieve their long-term financial goals. The administrator facilitates communication, manages account documentation, and ensures a positive client experience.

What you'll do

• Provides exceptional service to clients via phone, email, and in-person.
• Handles account opening, transfers, and transactions.
• Manages administrative tasks including scheduling, correspondence, and marketing support.
• Utilizes firm-provided software and technology.
• Assists in business planning and strategy execution.

What we're looking for

Skills & competencies

full-time

day shift

billings mt

administrative

client support

financial services

edward jones

office administration

customer service

professional development

onsite

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, Dental, Vision, 401k, Disability, Life Insurance, Paid Holidays, Vacation

About the employer

Edward Jones is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.