Branch Office Administrator — Client Services & Operations

Edward Jones; Guymon (OK); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401k retirement plan

HSA/FSA

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and administrative assistance. You will help with client accounts, communications, and the branch's daily operations in a dynamic, rewarding environment.

You will contribute to business planning, client relationships, and service excellence as part of a large nationwide firm that values inclusion and development.

Qualifications

• Provide exceptional client service and support with strong communication.
• Ability to learn financial services concepts and processes.
• Proactive problem solving and attention to client needs.

Responsibilities

• Provide exceptional service to clients via calls, email, and in-person interactions.
• Assist with account openings, transfers, and routine requests per advisor guidance.
• Perform administrative tasks and support branch marketing initiatives.
• Utilize technology tools to support clients and advisors.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tools

Teamwork

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and administrative assistance. You will help with client accounts, communications, and the branch's daily operations in a dynamic, rewarding environment.

You will contribute to business planning, client relationships, and service excellence as part of a large nationwide firm that values inclusion and development.