Branch Office Administrator: Client Services & Growth

Edward Jones; Lebanon (TN); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Comprehensive training

Extensive support network

Strong team backing

Job summary

Edward Jones is seeking a Branch Office Administrator to join our team in the United States. You will support financial advisors, manage client communications, and help drive the branch’s business plan. This role emphasizes exceptional service, accuracy, and collaboration within a large network.

You’ll receive comprehensive training, strong regional and home-office support, and opportunities to grow with a leading Fortune 500 financial services firm.

Qualifications

• Strong client service mindset and ability to manage multiple tasks.
• Willingness to learn financial services tools and processes.
• Excellent communication and relationship-building skills.

Responsibilities

• Provide exceptional service to clients via calls, email, and in-person interactions.
• Support client accounts and assist in implementing the branch business plan.
• Prepare materials for client meetings and coordinate activities with advisors.
• Learn and utilize firm software to streamline administrative tasks.

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 join our team in the United States. You will support financial advisors, manage client communications, and help drive the branch’s business plan. This role emphasizes exceptional service, accuracy, and collaboration within a large network.

You’ll receive comprehensive training, strong regional and home-office support, and opportunities to grow with a leading Fortune 500 financial services firm.