Branch Office Administrator: Client Services & Growth

Edward Jones; Granbury (TX); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical & Prescription coverage

Dental & Vision

401k retirement plan

Paid holidays & vacation

Employee Assistance Program

Job summary

Edward Jones is seeking a Branch Office Administrator to provide essential client service and administrative support in a fast-paced financial advisory environment. You will assist advisors, manage client accounts, and help execute branch business plans.

The role includes training, team collaboration, and opportunities to grow within a nationwide firm known for its client‑centered approach and supportive culture.

Qualifications

• Must demonstrate strong client service orientation and communication skills.
• Ability to learn financial services terminology and processes.
• Capable of supporting a branch team and adhering to firm policies.

Responsibilities

• Provide exceptional service to clients via calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation at the advisor's direction.
• Schedule appointments, prepare materials for meetings, and support marketing initiatives.

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 client service and administrative support in a fast-paced financial advisory environment. You will assist advisors, manage client accounts, and help execute branch business plans.

The role includes training, team collaboration, and opportunities to grow within a nationwide firm known for its client‑centered approach and supportive culture.