Branch Office Administrator - Client Services & Growth

Edward Jones; Brazil (IN); On-site; USD 36,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

Disability insurance

401k

Paid holidays

Vacation 15 days

Volunteer day

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support, manage accounts, and facilitate communication within a busy office. You will work with financial advisors to help clients achieve long-term goals and contribute to planning, events, and daily operations.

This full-time role offers comprehensive training, a large support network, and opportunities to grow a career in a values-driven, client-focused environment across the U.S.

Qualifications

• Client service aptitude with strong communication and relationship-building.
• Ability to learn financial services concepts and support advisors.
• Independent work style with collaborative team interaction.
• Proficiency with common office software and CRM tools.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account openings, transfers, and documentation under advisor direction.
• Handle scheduling, materials preparation, and support marketing initiatives.
• Learn and use firm-provided software and tools to streamline branch operations.

Skills

Client service

Account management

Admin support

Technology literacy

Education

High school diploma

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client support, manage accounts, and facilitate communication within a busy office. You will work with financial advisors to help clients achieve long-term goals and contribute to planning, events, and daily operations.

This full-time role offers comprehensive training, a large support network, and opportunities to grow a career in a values-driven, client-focused environment across the U.S.