Branch Office Administrator: Client Services & Operations

Edward Jones; Honolulu (HI); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Medical and prescription

Dental and vision

401k retirement plan

Paid holidays and vacation

Volunteer time off

Bonuses and profit sharing

Job summary

Edward Jones is seeking a Branch Office Administrator to join a dynamic team supporting financial advisors and clients across the United States. You will handle client communications, processing, and documentation, while fostering relationships and delivering a high-level client experience.

The role emphasizes administrative excellence, ownership of account-related tasks, and proactive collaboration with colleagues to implement branch plans and client services enhancements.

Qualifications

• Strong analytical thinking to interpret client needs and data.
• Excellent attention to detail in handling client records and documents.
• Adaptive and collaborative, able to work across teams and process changes.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account openings, transfers, and advisor-directed requests.
• Prepare materials for client meetings and support marketing initiatives.
• Maintain accurate client records and update SOPs as needed.

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 join a dynamic team supporting financial advisors and clients across the United States. You will handle client communications, processing, and documentation, while fostering relationships and delivering a high-level client experience.

The role emphasizes administrative excellence, ownership of account-related tasks, and proactive collaboration with colleagues to implement branch plans and client services enhancements.