Branch Office Administrator: Client Services & Growth

Edward Jones; Surprise (AZ); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical & Prescription Coverage

Dental & Vision Benefits

401k + Profit Sharing

Job summary

Edward Jones is seeking a Branch Office Administrator in Surprise, AZ to provide vital client support and administrative assistance for a team of financial advisors. You’ll handle inquiries, coordinate account-related tasks, and help drive branch initiatives.

The role emphasizes exceptional communication, meticulous record-keeping, and proactive collaboration with colleagues to ensure a positive client experience and successful daily operations.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Process account transactions, documentation, and client records with accuracy.
• Support branch operations by scheduling, preparing materials for meetings, and assisting marketing initiatives.

Responsibilities

• Deliver outstanding client service across channels to build strong client relationships.
• Assist in client account openings, transfers, and related requests for financial advisors.
• Handle administrative tasks and support branch business planning with SOP updates.

Skills

Client Service

Account Management

Administrative & Operational Support

Technology

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 in Surprise, AZ to provide vital client support and administrative assistance for a team of financial advisors. You’ll handle inquiries, coordinate account-related tasks, and help drive branch initiatives.

The role emphasizes exceptional communication, meticulous record-keeping, and proactive collaboration with colleagues to ensure a positive client experience and successful daily operations.