Branch Office Administrator: Client Services & Operations

Edward Jones; Jenks (OK); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Medical & Prescription Drug

Dental & Vision

401k Retirement Plan

Paid Holidays & Vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to deliver high-quality client service and administrative support for financial advisors. You will assist with client accounts, communications, scheduling, and documentation, acting as a key part of the client support team.

The role involves collaborating with a broad network from branch to home office, participating in business planning, and supporting marketing efforts. Training and a strong team backing are provided.

Qualifications

• Analytical thinking to assess client needs and provide solutions.
• Attention to detail in client records and documentation.
• Adaptability to support changing client requirements and schedules.
• Strong conversational skills to engage clients and explain financial concepts clearly.
• Proficiency with MoneyGuide, Salesforce and MS Office.
• Collaborative approach to work with advisors and teams.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Support account opening, transfers, and documentation under advisor guidance.
• Schedule appointments and prepare materials for client meetings.
• Support marketing initiatives and update SOPs as needed.
• Learn and apply firm-provided software and tools.

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 deliver high-quality client service and administrative support for financial advisors. You will assist with client accounts, communications, scheduling, and documentation, acting as a key part of the client support team.

The role involves collaborating with a broad network from branch to home office, participating in business planning, and supporting marketing efforts. Training and a strong team backing are provided.