Branch Office Administrator
Edward Jones, Savannah, GA, United States
Position Schedule
Full-Time
Branch Address
315 Commercial Drive, Suite B1, Savannah, GA
Role Summary
As a Branch Office Administrator, you will support financial advisors and clients by managing client accounts, facilitating communication, and ensuring a positive client experience. This role offers the chance to grow your career in a dynamic and rewarding environment.
Responsibilities
Client Service:
Provide exceptional service via inbound/outbound calls, email, and in-person interactions. Resolve inquiries and maintain strong relationships with clients and internal teams.
Account Management:
Learn and apply financial industry knowledge; handle account openings, transfers, and related requests. Process transactions, prepare documentation, and keep accurate records.
Administrative & Operational Support:
Work independently under advisor direction; schedule appointments, prepare client meeting materials, manage correspondence, support marketing initiatives, and streamline processes by updating SOPs.
Technology:
Use and learn firm‑provided software such as MoneyGuide, Salesforce, Microsoft Office, and other tools with strong computer literacy.
Qualifications
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Benefits
Full‑time associates receive a comprehensive benefits package, including medical, prescription drug, dental, vision, voluntary benefits, short‑ and long‑term disability, basic life, basic AD&D coverage (at no cost), a 401(k) retirement plan, health savings account, flexible spending account, paid holidays (ten), 15 days of vacation for new associates, sick time, personal days, paid volunteer day, and potential bonuses and profit sharing. All associates are eligible for the Employee Assistance Program.
Compensation
Competitive pay with variable compensation based on branch and firm profitability and individual performance. The hiring minimum and maximum hourly rates are $21.38 and $23.14, respectively, with opportunities for merit‑based salary increases.
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.
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Full-Time
Branch Address
315 Commercial Drive, Suite B1, Savannah, GA
Role Summary
As a Branch Office Administrator, you will support financial advisors and clients by managing client accounts, facilitating communication, and ensuring a positive client experience. This role offers the chance to grow your career in a dynamic and rewarding environment.
Responsibilities
Client Service:
Provide exceptional service via inbound/outbound calls, email, and in-person interactions. Resolve inquiries and maintain strong relationships with clients and internal teams.
Account Management:
Learn and apply financial industry knowledge; handle account openings, transfers, and related requests. Process transactions, prepare documentation, and keep accurate records.
Administrative & Operational Support:
Work independently under advisor direction; schedule appointments, prepare client meeting materials, manage correspondence, support marketing initiatives, and streamline processes by updating SOPs.
Technology:
Use and learn firm‑provided software such as MoneyGuide, Salesforce, Microsoft Office, and other tools with strong computer literacy.
Qualifications
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Benefits
Full‑time associates receive a comprehensive benefits package, including medical, prescription drug, dental, vision, voluntary benefits, short‑ and long‑term disability, basic life, basic AD&D coverage (at no cost), a 401(k) retirement plan, health savings account, flexible spending account, paid holidays (ten), 15 days of vacation for new associates, sick time, personal days, paid volunteer day, and potential bonuses and profit sharing. All associates are eligible for the Employee Assistance Program.
Compensation
Competitive pay with variable compensation based on branch and firm profitability and individual performance. The hiring minimum and maximum hourly rates are $21.38 and $23.14, respectively, with opportunities for merit‑based salary increases.
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.
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