Branch Office Administrator: Client Services & Growth

Edward Jones; Granbury (TX); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Full-time benefits

Bonuses and profit sharing

Job summary

Edward Jones in the United States is hiring a Branch Office Administrator to provide seamless support to clients and assist financial advisors in daily operations.

You will handle client accounts, coordinate communications, and help execute the branch business plan with attention to detail.

The role offers comprehensive training, a collaborative environment, and a benefits package for full-time associates.

Qualifications

• Customer service experience with inbound/outbound calls.
• Ability to learn financial services concepts and account handling.
• Independent work capability under advisor direction.
• Proficient with Microsoft Office and basic tech tools.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Learn and manage client accounts and transfers as directed.
• Prepare materials for meetings and support marketing initiatives.
• Support branch business planning and improve SOPs.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones in the United States is hiring a Branch Office Administrator to provide seamless support to clients and assist financial advisors in daily operations.

You will handle client accounts, coordinate communications, and help execute the branch business plan with attention to detail.

The role offers comprehensive training, a collaborative environment, and a benefits package for full-time associates.