Branch Office Administrator: Client Services & Operations

Edward Jones; Gainesville (GA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental & vision coverage

401k retirement plan

Paid holidays and vacation

Volunteer time

Job summary

Edward Jones is hiring a Branch Office Administrator to provide vital client support and administrative services. You will help manage client accounts, coordinate communications, and contribute to a positive client experience within a collaborative team.

The role includes a comprehensive 6-month training period, extensive branch-to-home office support, and opportunities to grow within a client-centric, inclusive culture.

Qualifications

• Strong analytical thinking and problem solving.
• Attention to detail in client accounts and documentation.
• Ability to adapt in a dynamic, client-focused environment.
• Strong communication skills for calls, email, and in-person interactions.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Assist in account management, including opening, transfers, and documentation.
• Perform administrative and operational support under the direction of the financial advisor.
• Learn and utilize firm-provided software and tools to streamline processes.

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 provide vital client support and administrative services. You will help manage client accounts, coordinate communications, and contribute to a positive client experience within a collaborative team.

The role includes a comprehensive 6-month training period, extensive branch-to-home office support, and opportunities to grow within a client-centric, inclusive culture.