Branch Office Administrator: Client Services & Growth

Edward Jones; Tempe (AZ); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision coverage

401k retirement plan

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with expert administrative assistance. The role focuses on delivering exceptional client service, handling account-related tasks, and contributing to a smooth branch operation.

You’ll be part of a large, client-centered team with extensive training and cross-branch support. The position offers a clear path for growth within a renowned financial services firm.

Qualifications

• Must deliver exceptional client service via phone, email, and in person.
• Ability to learn and understand the financial services industry, including account openings and transfers.
• Strong administrative and operational support skills; able to work independently and as part of a team.

Responsibilities

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Account Management: Learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support: Work independently at the direction of the financial advisor. Schedule appointments, prepare materials for client meetings, manage correspondence and support marketing initiatives. Update SOPs and help execute the branch business plan.
• Technology: Proficiency with MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

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 and clients with expert administrative assistance. The role focuses on delivering exceptional client service, handling account-related tasks, and contributing to a smooth branch operation.

You’ll be part of a large, client-centered team with extensive training and cross-branch support. The position offers a clear path for growth within a renowned financial services firm.