Branch Office Administrator — Client Service & Growth

Edward Jones; Luling (LA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays

Vacation and sick leave

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client service, manage accounts, and support advisors with administrative tasks in a dynamic branch setting.

You will handle client inquiries, assist with account transfers, and contribute to marketing efforts while leveraging tools like MoneyGuide, Salesforce, and MS Office. A collaborative, client-focused approach is essential.

Qualifications

• Client service: deliver exceptional service via inbound/outbound calls, email, and in-person interactions.
• Account management: learn and handle account opening, transfers, and related requests.
• Administrative & operational support: work independently under advisor direction; scheduling and documentation.
• Technology: proficient with MoneyGuide, Salesforce, Microsoft Office and firm software.

Responsibilities

• Provide client account support and ensure a positive client experience.
• Assist in account transactions and documentation under guidance of financial advisor.
• Prepare materials for client meetings and support marketing initiatives.
• Update SOPs and help execute the branch business plan.

Skills

Client service

Account management

Administrative tasks

Technology literacy

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client service, manage accounts, and support advisors with administrative tasks in a dynamic branch setting.

You will handle client inquiries, assist with account transfers, and contribute to marketing efforts while leveraging tools like MoneyGuide, Salesforce, and MS Office. A collaborative, client-focused approach is essential.