Branch Office Administrator: Client Services & Operations

Edward Jones; Fairbanks (AK); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

6-month training program

Extensive support network

Large team backing you

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients. You will deliver exceptional service to clients, manage accounts, and handle administrative tasks to help the branch run smoothly.

This full-time role emphasizes relationship-building, process improvement, and collaboration within a large support network backing each branch. Training and ongoing development are provided.

Qualifications

• Analytical thinking to assess client needs and data.
• Strong attention to detail in client records and transactions.
• Adaptable mindset to handle evolving client requirements.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and routine requests as directed by the financial advisor.
• Perform administrative tasks, schedule appointments, prepare meeting materials, and support marketing initiatives.
• Learn and utilize MoneyGuide, Salesforce, and Microsoft Office to support daily operations.

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. You will deliver exceptional service to clients, manage accounts, and handle administrative tasks to help the branch run smoothly.

This full-time role emphasizes relationship-building, process improvement, and collaboration within a large support network backing each branch. Training and ongoing development are provided.