Branch Office Administrator: Client Services & Growth

Edward Jones; Owensboro (KY); On-site; USD 38,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and vision benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors in delivering exceptional client service and efficient account handling. You will assist with account openings, transfers, documentation, scheduling, and client communications.

You’ll receive structured training, access to a broad support network, and opportunities to grow within a large, people‑focused firm that values inclusion and community impact.

Qualifications

• Analytical thinking to interpret client needs and results.
• Strong attention to detail for accurate records, scheduling, and documentation.
• Adaptability to support advisors and adjust to changing client demands.
• Excellent communication to engage clients and referral sources.
• Proficient use of MoneyGuide, Salesforce and Office tools in daily workflows.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account management including openings, transfers, and documentation.
• Support administrative tasks and branch marketing initiatives.
• Learn and use firm-provided software to streamline client processes.

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 support financial advisors in delivering exceptional client service and efficient account handling. You will assist with account openings, transfers, documentation, scheduling, and client communications.

You’ll receive structured training, access to a broad support network, and opportunities to grow within a large, people‑focused firm that values inclusion and community impact.