Branch Office Administrator: Client Services & Operations

Edward Jones; Erath (LA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid holidays

Vacation days

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with administrative tasks, client communications, and account processing. You’ll join a large, client‑focused network and contribute to a positive client experience while learning the financial services business.

The role offers comprehensive training, team support, and opportunities to grow within a culture that values service, collaboration, and professional development.

Qualifications

• Provide exceptional client service via calls, email and in-person interactions.
• Learn and handle account openings, transfers and requests under advisor direction.
• Perform administrative duties and support branch business planning.
• Proficient with firm-provided software including MoneyGuide, Salesforce and MS Office.

Responsibilities

• Provide exceptional service to clients through inbound/outbound calls, email and in-person interactions.
• Assist in account opening, transfers, documentation and record-keeping.
• Schedule appointments, prepare materials for meetings and support marketing initiatives.
• Help implement branch business plans and streamline SOPs.

Skills

Client service

Account management

Administrative tasks

Technology literacy

Tools

MoneyGuide

Salesforce

Microsoft 365

CRM software

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with administrative tasks, client communications, and account processing. You’ll join a large, client‑focused network and contribute to a positive client experience while learning the financial services business.

The role offers comprehensive training, team support, and opportunities to grow within a culture that values service, collaboration, and professional development.