Branch Office Administrator - Client Services & Operations

Edward Jones; Cleveland (OK); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors in delivering a superior client experience. You will manage client communications, accounts, and daily operations within a dynamic team environment.

The role emphasizes proactive service, training, and collaboration with a large national network to help clients achieve their long‑term goals. A strong focus on system literacy and organizational skills is essential.

Qualifications

• Demonstrated analytical thinking and problem solving.
• Strong attention to detail in client interactions and documentation.
• Ability to adapt to changing priorities and processes.
• Excellent verbal and written communication with clients and colleagues.

Responsibilities

• Provide exceptional client service via calls, email, and in person.
• Handle account openings, transfers, and routine advisor requests.
• Perform administrative tasks and support branch business plans.
• Learn and utilize MoneyGuide, Salesforce, and Office tools effectively.

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 support financial advisors in delivering a superior client experience. You will manage client communications, accounts, and daily operations within a dynamic team environment.

The role emphasizes proactive service, training, and collaboration with a large national network to help clients achieve their long‑term goals. A strong focus on system literacy and organizational skills is essential.