Branch Office Administrator — Client Service & Growth

Edward Jones; Chandler (TX); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

6-month training

Wide support network

Team backing

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless support to clients and financial advisors. You will assist with client accounts, communications, and the overall client experience in a dynamic, rewarding environment.

The role emphasizes administrative tasks, scheduling, and coordination across the branch. Training is provided to help you grow within a collaborative, growth-oriented team.

Qualifications

• Provide exceptional client service via multiple channels and maintain strong client relationships.
• Learn and understand the financial services industry to support advisors and clients.
• Perform administrative tasks, schedule meetings, and support marketing initiatives.
• Proficient use of basic technology and firm-provided software.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation at the direction of the advisor.
• Prepare materials for client meetings and support branch marketing initiatives.
• Maintain organized client records and streamline SOPs under supervision.

Skills

Client Service

Account Management

Administrative Skills

Technology Proficiency

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless support to clients and financial advisors. You will assist with client accounts, communications, and the overall client experience in a dynamic, rewarding environment.

The role emphasizes administrative tasks, scheduling, and coordination across the branch. Training is provided to help you grow within a collaborative, growth-oriented team.