Branch Office Administrator

Edward Jones; Stillwater (OK); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a leading financial services firm as a Branch Office Administrator, where you'll play a crucial role in client interactions and support. This full-time position offers a dynamic environment with growth opportunities and a culture of continuous improvement. You'll manage account activities, engage with clients, and work closely with financial advisors to help clients achieve their financial goals. With comprehensive training and a supportive network, this role is ideal for relationship builders and problem solvers.

Benefits

Comprehensive 6-month training with mentorship

Support network from branch to regional levels

Independence balanced with team support

Rewards program recognizing individual efforts

Benefits include medical, dental, vision

Retirement plans, paid holidays, vacation, sick leave

Qualifications

• Experience in client service and account management required.
• Proficiency with digital tools and administrative skills needed.

Responsibilities

• Deliver personalized client service via calls and emails.
• Assist in business planning and develop strategies for growth.
• Drive marketing initiatives and event planning.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Strong Communication Skills

Client service experience

Tools

Microsoft Office

Salesforce

MoneyGuide

Job description

Join to apply for the Branch Office Administrator role at Edward Jones

Base pay range

$21.00/hr - $22.00/hr

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.

At Edward Jones, we call our field associates branch teams. Most teams consist of two or three people, with the Client Support Team Professional playing a critical role alongside the financial advisor. You are the first voice clients hear and the first face they see. Your main responsibility is to understand clients deeply to help identify and anticipate their needs, working closely with financial advisors to help clients achieve their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 1507 S Sangre Rd, Stillwater, OK

This job posting is open for 30 days from 12-May-2025, but may close earlier due to application volume.

Role Summary

As a Branch Office Administrator, you will support our clients by managing account activities, facilitating communication, and ensuring a positive client experience. This position offers growth opportunities in a dynamic environment.

Support and Benefits

• Comprehensive 6-month training with mentorship from experienced peers
• Support network from branch to regional and home office levels
• Independence balanced with team support

Key Responsibilities

• Deliver personalized client service via calls, emails, and in-person interactions
• Assist in business planning and develop strategies for growth
• Identify client needs through active listening and engagement
• Drive marketing initiatives and event planning

Additional Benefits and Culture

• Culture of continuous improvement and professional development
• Inclusive environment valuing diverse viewpoints
• Rewards program recognizing individual efforts
• Benefits include medical, dental, vision, retirement plans, paid holidays, vacation, sick leave, and bonuses

Compensation

• Minimum: $21.38/hour
• Maximum: $22.71/hour
• Opportunity for merit increases and performance-based bonuses

Skills and Requirements

• Analytical Thinking, Attention to Detail, Adaptability
• Strong Communication Skills
• Proficiency with Digital Tools like Microsoft Office, Salesforce, MoneyGuide
• Client service experience, account management, administrative skills, and technology literacy