Branch Office Administrator: Client Services & Operations

Edward Jones; Custer (SD); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental & vision coverage

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and clients with a high level of service. You’ll manage client accounts, coordinate communications, and contribute to the branch’s daily operations.

The role includes training, collaboration with a large support network, and opportunities to grow your career in a welcoming, inclusive environment with a comprehensive benefits package.

Qualifications

• Provide exceptional client service via calls, email, and in‑person interactions.
• Learn and understand the financial services industry and client needs.
• Support administrative tasks and branch operations under guidance.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in‑person interactions.
• Assist with account opening, transfers, and documentation for clients.
• Prepare materials for client meetings and support marketing initiatives.
• Learn and apply MoneyGuide, Salesforce, and Microsoft Office in daily work.

Skills

Client Service

Account Management

Administrative & Operational Support

Technology

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and clients with a high level of service. You’ll manage client accounts, coordinate communications, and contribute to the branch’s daily operations.

The role includes training, collaboration with a large support network, and opportunities to grow your career in a welcoming, inclusive environment with a comprehensive benefits package.