Karen Spencer

Branch Office Administrator

Role: Branch Office Administrator at Edward Jones
Location: San Jose, CA, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

Experience

Branch Office Administrator
Edward Jones
Jul 2025 — Present · San Jose, CA, US

Skills

Communication
Strategy
Outlook
Administrative Assistants
Access
Microsoft Office
Administrative Assistance
Ms Project
Customer Support
Event Planning
Microsoft Word
Microsoft Excel
Accounting
Scheduling Management
Office Management
Time Management
Budgets
Peoplesoft
Customer Service
Newsletters

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@edwardjones.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••01

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Current company

Edward Jones

Financial Services · 47K employees · Founded 1922 · St. Louis, Missouri, United States

Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

edwardjones.com

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