Branch Office Administrator: Client-Centric Financial Support

Edward Jones; Ellensburg (WA); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients across the branch. This role emphasizes delivering exceptional client service, managing accounts, and handling administrative tasks in a fast-paced environment.

You will work with MoneyGuide, Salesforce, and Microsoft Office, and participate in branch planning and marketing activities while growing professionally within a supportive team.

Qualifications

• Provide exceptional client service and support to financial advisors.
• Assist in opening accounts, transfers, and documentation.
• Perform administrative tasks and maintain accurate records.
• Proactively learn new technology and tools used by the firm.

Responsibilities

• Provide client service via calls, email, and in-person interactions.
• Assist with account opening, transfers, and documentation under advisor direction.
• Schedule appointments and prepare materials for client meetings.
• Support marketing initiatives and branch planning.

Skills

Client service

Account management

Admin support

Tech literacy

Analytical thinking

Attention to detail

Adaptability

Communication

Digital tools

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients across the branch. This role emphasizes delivering exceptional client service, managing accounts, and handling administrative tasks in a fast-paced environment.

You will work with MoneyGuide, Salesforce, and Microsoft Office, and participate in branch planning and marketing activities while growing professionally within a supportive team.