Branch Office Administrative Specialist

Edward Jones; Woodinville (WA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and clients. You will handle client communications, account processing, scheduling, and marketing support in a collaborative branch team.

This full-time role offers comprehensive training, a broad network of colleagues, and opportunities to develop in a dynamic, client-centered environment. Edward Jones emphasizes inclusion, rewards performance, and provides a robust benefits package

Qualifications

• Provide exceptional client service via calls, email, and in-person interactions.
• Learn financial services basics including account openings and transfers.
• Support branch operations and client meetings with strong organizational skills.

Responsibilities

• Respond to inquiries and resolve client issues to maintain a superior experience.
• Open and process client accounts and transfers under advisor direction.
• Prepare materials for meetings and support marketing initiatives.
• Maintain accurate client records and update SOPs as needed.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and clients. You will handle client communications, account processing, scheduling, and marketing support in a collaborative branch team.

This full-time role offers comprehensive training, a broad network of colleagues, and opportunities to develop in a dynamic, client-centered environment. Edward Jones emphasizes inclusion, rewards performance, and provides a robust benefits package