Branch Office Administrator – Client Services

Edward Jones; El Campo (TX); On-site; USD 41,000 - 56,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid holidays & vacation

Team training & onboarding

Job summary

Edward Jones is seeking a Branch Office Administrator to provide essential administrative support to a financial advisor or a team of advisors. You will help manage client accounts, coordinate communications, and enhance the client experience at the branch.

This role includes participating in annual business planning, supporting marketing activities, and collaborating with a broad network of support teams as part of a large firm that values diverse backgrounds and growth.

Qualifications

• Analytical thinking to assess client needs and issues.
• Attention to detail in account handling and documentation.
• Adaptability to support evolving client requirements.
• Strong communication with clients and colleagues across teams.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account management tasks including openings and transfers.
• Handle scheduling, material prep, correspondence, and marketing support.
• Learn and utilize firm tools and systems to streamline branch operations.

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 provide essential administrative support to a financial advisor or a team of advisors. You will help manage client accounts, coordinate communications, and enhance the client experience at the branch.

This role includes participating in annual business planning, supporting marketing activities, and collaborating with a broad network of support teams as part of a large firm that values diverse backgrounds and growth.