Branch Office Administrator - Client Services & Growth

Edward Jones; Lake Wales (FL); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

Short- and long-term disability

401k retirement plan

10 paid holidays

15 days of vacation

Volunteer day

Employee Assistance Program

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and administrative assistance to financial advisors across our U.S. network. You’ll handle client communications, account requests, and proactive service to help clients achieve their long‑term goals.

You’ll join a large, inclusive organization offering structured training, regional support, and a clear path for professional growth within a privately held firm focused on clients first.

Qualifications

• Experience in providing client service and supporting financial advisors.
• Ability to manage client accounts and administrative tasks.
• Wamiliarity with branch operations and marketing initiatives.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation under the financial advisor's direction.
• Prepare materials for client meetings and manage scheduling and correspondence.
• Support branch business plan execution and SOP updates.

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 seamless client support and administrative assistance to financial advisors across our U.S. network. You’ll handle client communications, account requests, and proactive service to help clients achieve their long‑term goals.

You’ll join a large, inclusive organization offering structured training, regional support, and a clear path for professional growth within a privately held firm focused on clients first.