Branch Office Administrator: Client Services & Growth

Edward Jones; Greenville (SC); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Comprehensive training

Robust benefits package

Full-time role with growth potential

Job summary

Edward Jones is hiring a Branch Office Administrator to provide seamless client support, assist with accounts, and help execute the branch business plan. You will work closely with financial advisors to ensure a positive client experience and efficient administrative processes.

The role emphasizes strong communication, organization, and willingness to learn Edward Jones-provided software. Comprehensive training and a broad support network accompany the position, with opportunities to grow within

Qualifications

• Strong client-service mindset and ability to communicate clearly.
• Ability to learn and use firm-provided software and tools.
• Effective at organizing and prioritizing tasks in a fast-paced environment.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation under advisor guidance.
• Support branch operations, scheduling, materials prep, and marketing initiatives.
• Learn and utilize tools like MoneyGuide, Salesforce, and Microsoft Office.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Job description

Edward Jones is hiring a Branch Office Administrator to provide seamless client support, assist with accounts, and help execute the branch business plan. You will work closely with financial advisors to ensure a positive client experience and efficient administrative processes.

The role emphasizes strong communication, organization, and willingness to learn Edward Jones-provided software. Comprehensive training and a broad support network accompany the position, with opportunities to grow within