Branch Office Administrator: Client Experience & Growth

Edward Jones; Saint Joseph (MO); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation days

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and administrative assistance to a team of financial advisors. You will help manage client accounts, facilitate communication, and contribute to a positive client experience.

The role includes onboarding through a comprehensive six‑month training program, with a broad support network from branch to home office. You will work with a large team while operating independently on tasks and client interactions.

Qualifications

• Client service focused with strong communication skills.
• Ability to learn financial industry processes and tools.
• Detail oriented with a proactive approach to problem solving.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist with account opening, transfers, and documentation under advisor direction.
• Support branch operations and marketing initiatives; maintain client records.
• Utilize MoneyGuide, Salesforce, and MS Office to support daily tasks.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and administrative assistance to a team of financial advisors. You will help manage client accounts, facilitate communication, and contribute to a positive client experience.

The role includes onboarding through a comprehensive six‑month training program, with a broad support network from branch to home office. You will work with a large team while operating independently on tasks and client interactions.