Branch Office Administrator - Client Service & Operations

Edward Jones; Gulf Shores (AL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical and prescription coverage

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients in a busy branch environment. You will handle client inquiries, accounts, and administrative tasks while contributing to community-focused service.

Join a Fortune 500 company known for its client-first approach, with comprehensive training and opportunities for professional growth. This full-time role offers a robust benefits package and a collaborative team culture.

Qualifications

• Strong client-service orientation and communication skills.
• Ability to learn financial services basics and branch processes.
• Proactive in supporting client accounts and admin tasks.

Responsibilities

• Provide exceptional service to clients via calls, emails, and in-person interactions.
• Support account opening, transfers, and documentation under advisor direction.
• Manage scheduling, meeting prep, and branch communications; assist marketing initiatives.
• Learn and use tools like MoneyGuide, Salesforce, and MS Office.

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 in a busy branch environment. You will handle client inquiries, accounts, and administrative tasks while contributing to community-focused service.

Join a Fortune 500 company known for its client-first approach, with comprehensive training and opportunities for professional growth. This full-time role offers a robust benefits package and a collaborative team culture.