Branch Office Administrator — Client Growth & Training

Edward Jones; Albuquerque (NM); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Six-month training

Extensive support network

Career development opportunities

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients, handling inquiries, account openings, and coordinating client meetings. You will play a key role in delivering a seamless client experience and contributing to a high‑performing team.

The role begins with a comprehensive six‑month training program, with a broad support network across branch, regional, and home office levels.

Qualifications

• Client service excellence across calls, email, and in-person interactions.
• Account opening and transfers under advisor guidance.
• Administrative tasks including meeting prep and record keeping.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Open accounts, handle transfers, and process advisor-directed requests.
• Support scheduling, materials for meetings, and marketing initiatives.
• Learn and use MoneyGuide, Salesforce, and Microsoft Office.

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 support financial advisors and clients, handling inquiries, account openings, and coordinating client meetings. You will play a key role in delivering a seamless client experience and contributing to a high‑performing team.

The role begins with a comprehensive six‑month training program, with a broad support network across branch, regional, and home office levels.