Branch Office Administrator: Client Services & Operations

Edward Jones; Erath (LA); On-site; USD 35,000 - 55,000; Full time

Job summary

Edward Jones is seeking a Branch Office Administrator to provide essential support to financial advisors and our valued clients. You will manage client accounts, coordinate communications, and ensure a superior client experience in a busy branch environment.

We offer comprehensive training, a broad support network, and opportunities to participate in business planning and local events. This role is typically on-site within a branch and serves as a strong entry point in financial services.

Qualifications

• Analytical mindset and problem-solving abilities.
• Strong attention to detail in client data and documentation.
• Ability to adapt to a fast-paced environment and changing priorities.
• Excellent communication with clients and colleagues.

Responsibilities

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and build strong client relationships.
• Assist with account opening, transfers, and routine requests under the guidance of a financial advisor.
• Perform administrative tasks, scheduling, preparing materials for client meetings, and supporting marketing initiatives.
• Learn and utilize firm tools (MoneyGuide, Salesforce, Microsoft Office) to support advisors and client experience.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide essential support to financial advisors and our valued clients. You will manage client accounts, coordinate communications, and ensure a superior client experience in a busy branch environment.

We offer comprehensive training, a broad support network, and opportunities to participate in business planning and local events. This role is typically on-site within a branch and serves as a strong entry point in financial services.