Branch Office Administrator — Client Services & Operations

Edward Jones; Honolulu (HI); On-site; USD 32,000 - 52,000; Part time

Benefits offered by this job

Comprehensive training

Extensive support network

Thousands of colleagues backing you

Inclusive culture

Job summary

Edward Jones is hiring a Branch Office Administrator to provide seamless client support, manage accounts, and assist with administrative tasks for a financial advisor team. You will engage clients via calls, email, and in person, contributing to a positive client experience.

This role offers comprehensive training, strong regional support, and ample opportunities to learn and grow within a large, inclusive organization committed to helping clients achieve their long-term goals.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Open accounts, process transfers, and handle requests per the financial advisor.
• Administrative tasks: scheduling, meeting prep, correspondence; support marketing initiatives.

Responsibilities

• Deliver exceptional service to clients and build strong relationships.
• Assist in annual business planning and develop strategies for the upcoming year.
• Actively listen for client life events that may require additional services.
• Support marketing activities and event planning.

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 seamless client support, manage accounts, and assist with administrative tasks for a financial advisor team. You will engage clients via calls, email, and in person, contributing to a positive client experience.

This role offers comprehensive training, strong regional support, and ample opportunities to learn and grow within a large, inclusive organization committed to helping clients achieve their long-term goals.