Branch Office Administrator — Client Services & Growth

Edward Jones; Victoria (TX); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

Vision coverage

401k retirement plan

Paid holidays

Volunteer time

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients, managing client accounts and daily operations.

You will participate in extensive training, work with a large regional network, and contribute to business planning and client events. Strong communication, attention to detail, and tech literacy with MoneyGuide, Salesforce, and Office products are advantageous.

Qualifications

• Customer service mindset with strong communication skills.
• Ability to manage client accounts and inquiries accurately.
• Interest in growing through structured training and guidance.
• Comfort with using financial software and office tools.

Responsibilities

• Provide exceptional client service via calls, email, and in person.
• Assist in account opening, transfers, and documentation.
• Support administrative tasks and coordinate branch activities.
• Learn and apply MoneyGuide, Salesforce, and MS Office in daily work.

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, managing client accounts and daily operations.

You will participate in extensive training, work with a large regional network, and contribute to business planning and client events. Strong communication, attention to detail, and tech literacy with MoneyGuide, Salesforce, and Office products are advantageous.