Branch Office Administrator — Client Service & Growth

Edward Jones; Lake Jackson (TX); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental coverage

Vision coverage

Disability insurance

Basic life & AD&D

401k retirement plan

HSA / FSA

Paid holidays

Vacation days

Bonuses & profit sharing

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and our clients. You’ll provide exceptional service via calls, email, and in-person interactions, assist with account openings and transfers, and help maintain accurate client records.

This full-time role includes six months of training, a broad support network, and growth opportunities within a privately owned firm that values inclusion, teamwork, and a comprehensive benefits package

Qualifications

• Provide excellent client service via inbound/outbound calls, email, and in-person interactions.
• Learn and understand financial services basics, including account openings and transfers.
• Ability to work independently while supporting a financial advisor and team.
• Willingness to learn firm-provided software and tools such as MoneyGuide, Salesforce and MS Office.

Responsibilities

• Provide exceptional client service through calls, email, and in-person interactions.
• Assist with account openings, transfers, and documentation under the advisor's direction.
• Prepare materials for client meetings and support marketing initiatives.
• Support branch business planning and update SOPs as needed.
• Learn and use firm tools like 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 in the United States is seeking a Branch Office Administrator to support financial advisors and our clients. You’ll provide exceptional service via calls, email, and in-person interactions, assist with account openings and transfers, and help maintain accurate client records.

This full-time role includes six months of training, a broad support network, and growth opportunities within a privately owned firm that values inclusion, teamwork, and a comprehensive benefits package