Branch Office Administrator: Client Services & Operations

Edward Jones; Enid (OK); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid time off

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients in a fast-paced branch environment. You will handle client inquiries, manage accounts, and coordinate administrative tasks to help advisors focus on client goals.

The role offers comprehensive training and a broad support network across the branch, region, and home office, with opportunities for professional growth and a competitive benefits package.

Qualifications

• Strong analytical thinking and attention to detail for client records and processes.
• Ability to learn financial services concepts and adapt to changing needs.
• Excellent communication and interpersonal skills for client interactions.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account openings, transfers, and documentation under advisor direction.
• Coordinate administrative tasks, scheduling, meeting prep, and marketing support.
• Learn and utilize firm-provided software and digital tools to support the branch team.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients in a fast-paced branch environment. You will handle client inquiries, manage accounts, and coordinate administrative tasks to help advisors focus on client goals.

The role offers comprehensive training and a broad support network across the branch, region, and home office, with opportunities for professional growth and a competitive benefits package.