Branch Office Administrator
Employment type
Full-time
Work setting
On-site
Location
Lenexa, KS
Schedule
Day shift
Posted
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Job overview
The Branch Office Administrator is an onsite role based in Lenexa, KS. Compensation is not specified for this position, which supports the local Edward Jones financial advisory team in delivering high-quality client service. This role exists to provide essential administrative and operational support to financial advisors. The administrator manages client communications, account documentation, and office workflows to ensure a seamless and positive experience for clients while contributing to the branch's overall business goals.
What you'll do
- Provide personalized client service via phone, email, and in-person interactions.
- Assist with account opening, transfers, and transaction processing.
- Manage office administrative tasks including scheduling, correspondence, and marketing event planning.
- Utilize digital tools and software to maintain accurate client records and support branch business planning.
What we're looking for
- Skills & competencies
- full-timeday shiftlenexa ksedward jonesadministrativeclient servicefinancial servicesonsiteno travelno on-callanalytical thinkingattention to detail
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, vision, 401k, 15 days vacation, 10 paid holidays, profit sharing, and Employee Assistance Program.
Why this role
Includes comprehensive 6-month training with a peer mentor and access to a vast support network.
About the employer
Edward Jones is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Trust, Fiduciary, and Custody Activities
- Occupation code
- 43-6014.00
You'll be redirected to the employer's application page.
Listing ID: 8ac70a25-5fa2-47f2-a3fa-b31730bed920