Branch Office Admin & Client Services Lead

Edward Jones; Edmond (OK); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental

Vision

401k

Paid holidays (10)

Vacation 15 days

Employee Assistance Program

Bonuses and profit sharing

Job summary

Edward Jones in Edmond, OK is seeking a Branch Office Administrator to provide seamless support to financial advisors and clients. You will help with client accounts, communication, and a positive client experience, growing with a dynamic and rewarding environment.

You’ll receive comprehensive training and be supported by a vast network that spans branch, regional, and home office teams, with opportunities for professional development and a competitive compensation package.

Qualifications

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn and handle account openings, transfers, and requests per the financial advisor.
• Administrative & Operational Support: Work independently yet align with the advisor; update SOPs and support the branch business plan.
• Technology: Comfortable with new software and programs such as MoneyGuide, Salesforce, and Microsoft Office.

Responsibilities

• Deliver exceptional personalized service to clients and ensure they feel understood and informed.
• Assist in annual business planning and developing strategies for the upcoming year.
• Actively listen for client needs that may require additional services.
• Support marketing activities, including planning and executing events.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Edmond, OK is seeking a Branch Office Administrator to provide seamless support to financial advisors and clients. You will help with client accounts, communication, and a positive client experience, growing with a dynamic and rewarding environment.

You’ll receive comprehensive training and be supported by a vast network that spans branch, regional, and home office teams, with opportunities for professional development and a competitive compensation package.