Branch Office Administrator: Client Service & Growth

Edward Jones; Gilbert (AZ); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

6-month training program

Extensive support network

Large team backing you

Job summary

Edward Jones in Gilbert, AZ is seeking a Branch Office Administrator to provide essential client support and administrative assistance to a financial advisor team.

You’ll handle client communications, account-related requests, scheduling, and marketing support while working with a large nationwide network. This full-time role offers comprehensive training, a strong team backing you, and opportunities for professional development within a respected Fortune 500 firm.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Understand and support the financial advisory services, including account openings, transfers, and related requests.
• Perform administrative tasks, calendar management, meeting prep, and marketing support to the branch team.
• Willingness to learn MoneyGuide, Salesforce, and Microsoft Office tools.

Responsibilities

• Provide exceptional client service to clients via inbound and outbound calls, email, and in-person interactions.
• Assist in account openings, transfers, and other requests under the direction of the financial advisor.
• Handle scheduling, materials for client meetings, correspondence, and support marketing initiatives.
• Support branch operations by updating SOPs and helping execute the branch business plan.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Gilbert, AZ is seeking a Branch Office Administrator to provide essential client support and administrative assistance to a financial advisor team.

You’ll handle client communications, account-related requests, scheduling, and marketing support while working with a large nationwide network. This full-time role offers comprehensive training, a strong team backing you, and opportunities for professional development within a respected Fortune 500 firm.