Branch Office Administrator - Client Services & Operations

Edward Jones; Alamogordo (NM); On-site; USD 34,000 - 46,000; Full time

Benefits offered by this job

Medical benefits

Dental

Vision

401k plan

Paid holidays

Vacation days

Employee assistance program

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless client support, manage accounts, and assist financial advisors in daily operations. The role emphasizes exceptional service, accurate record keeping, and proactive communication, with comprehensive training and a wide support network across the branch, region, and home office.

Edward Jones offers a competitive benefits package, a culture of inclusion, and real opportunities to grow your career within a

Qualifications

• Client service: deliver exceptional client support by phone, email or in person.
• Account management: handle openings, transfers, and documentation.
• Administrative & operational support: schedule, prepare materials, update SOPs.
• Technology: learn MoneyGuide, Salesforce, Office products and firm software.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email and in person.
• Assist with client account opening, transfers and documentation.
• Manage administrative tasks, scheduling and meeting materials.
• Support branch and marketing initiatives with strong computer literacy.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless client support, manage accounts, and assist financial advisors in daily operations. The role emphasizes exceptional service, accurate record keeping, and proactive communication, with comprehensive training and a wide support network across the branch, region, and home office.

Edward Jones offers a competitive benefits package, a culture of inclusion, and real opportunities to grow your career within a