Branch Office Administrator: Client Services & Admin

Edward Jones; Newburgh (IN); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k Plan

Paid holidays

Vacation time

Job summary

Edward Jones is seeking a Branch Office Administrator to join a client‑focused team. The role emphasizes delivering exceptional service, supporting client accounts, and coordinating communications to ensure a positive client experience.

You will work with financial advisors, manage administrative tasks, and contribute to the branch business plan. This is a full‑time position offering extensive training and career growth within a private firm that values belonging and performance.

Qualifications

• Role requires strong client service and communication abilities.
• Ability to learn financial services terminology and processes.
• Proactive problem solving and attention to detail in a fast-paced environment.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist with account openings, transfers, and documentation under advisor guidance.
• Perform administrative tasks, scheduling, meeting prep, and marketing support.
• Learn and use MoneyGuide, Salesforce and MS Office to support advisor teams.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tools

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to join a client‑focused team. The role emphasizes delivering exceptional service, supporting client accounts, and coordinating communications to ensure a positive client experience.

You will work with financial advisors, manage administrative tasks, and contribute to the branch business plan. This is a full‑time position offering extensive training and career growth within a private firm that values belonging and performance.