Branch Office Administrator — Client Services

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

Benefits offered by this job

Medical benefits

Dental & Vision

401k retirement plan

Paid time off

Employee Assistance Program

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless client support, assist financial advisors, and help manage daily office operations. This role is foundational to delivering exceptional service and building trusted client relationships in a dynamic, client-focused environment.

You'll complete a comprehensive six-month training, gain broad exposure to account opening and transfers, and work with MoneyGuide, Salesforce, and Microsoft Office while

Qualifications

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account opening, handling transfers and other requests at the direction of the financial advisor.
• Administrative tasks, scheduling, meeting materials, and supporting marketing initiatives.
• Willingness to learn MoneyGuide, Salesforce, and Office products.

Responsibilities

• Deliver outstanding client service and maintain strong client relationships.
• Support account management and processing of client requests and transactions.
• Coordinate scheduling, prepare materials for client meetings and support branch operations.
• Leverage firm software to streamline processes and support 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 the United States is seeking a Branch Office Administrator to provide seamless client support, assist financial advisors, and help manage daily office operations. This role is foundational to delivering exceptional service and building trusted client relationships in a dynamic, client-focused environment.

You'll complete a comprehensive six-month training, gain broad exposure to account opening and transfers, and work with MoneyGuide, Salesforce, and Microsoft Office while