Branch Office Administrator – Client Service and Operations

Edward Jones; Lewisburg (WV); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical & Prescription

Dental

Vision

Disability Insurance

Life Insurance

401k & Retirement

Paid Holidays & Vacation

Employee Assistance Program

Bonus Opportunities

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients. You will deliver exceptional service, manage client accounts, and handle administrative tasks while maintaining accuracy and compliance.

This role offers growth within a collaborative, client-focused environment; you’ll use Salesforce and Microsoft Office to streamline processes and enhance client experiences across the branch network.

Qualifications

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learns and understands the financial services industry; handles account openings, transfers and requests.
• Administrative & Operational Support: Works independently under the advisor's direction; schedules, prepares materials, manages correspondence and SOP updates.
• Technology: Strong computer literacy; willing to learn MoneyGuide, Salesforce, Microsoft Office and other firm-provided software.

Responsibilities

• Deliver exceptional personalized service; ensure clients feel understood and informed.
• Assist in annual business planning; contribute to developing strategies for the upcoming year.
• Actively listen for situations signaling additional services and opportunities.
• Support marketing initiatives and events; collaborate with the client support team.

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. You will deliver exceptional service, manage client accounts, and handle administrative tasks while maintaining accuracy and compliance.

This role offers growth within a collaborative, client-focused environment; you’ll use Salesforce and Microsoft Office to streamline processes and enhance client experiences across the branch network.