Branch Office Administrator: Client Services & Growth

Edward Jones; Flagstaff (AZ); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental benefits

Vision benefits

401(k) retirement plan

Paid holidays (10)

Job summary

Edward Jones in Flagstaff, AZ, is hiring a Branch Office Administrator to support financial advisors and clients with account processing, scheduling, and client communications. You will handle inquiries, assist with documentation, and help drive the branch’s client experience in a fast-paced environment.

The role emphasizes attention to detail, adaptability, and strong communication while working with a large support network across the firm. Training and ongoing development are provided.

Qualifications

• Client Service: Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Account Management: Learn financial services processes, handle account openings/transfers, and maintain client records.
• Administrative & Operational Support: Work independently with the advisor, schedule appointments, prepare materials, and update SOPs.
• Technology: Proficiency with MoneyGuide, Salesforce, MS Office; willingness to learn new software.

Responsibilities

• Provide frontline client service and resolve inquiries.
• Assist in handling account requests and transfers under advisor direction.
• Support branch operations and client communications.
• Contribute to branch business planning and event support.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

Salesforce

MoneyGuide

Microsoft Office

Job description

Edward Jones in Flagstaff, AZ, is hiring a Branch Office Administrator to support financial advisors and clients with account processing, scheduling, and client communications. You will handle inquiries, assist with documentation, and help drive the branch’s client experience in a fast-paced environment.

The role emphasizes attention to detail, adaptability, and strong communication while working with a large support network across the firm. Training and ongoing development are provided.