Branch Office Administrator - Client Services & Operations

Edward Jones; Lee's Summit (MO); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Comprehensive training

Wide support network

Team backing across branch/region/home

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and their clients in a fast-paced environment. You will handle client interactions, account handling, and daily administrative tasks to ensure a seamless client experience.

You’ll join a large, nationwide practice with structured training and a broad support network, enabling you to contribute effectively from day one and grow within the firm.

Qualifications

• Strong client service mindset with ability to manage inquiries via phone, email, and in person.
• Aptitude to learn the financial services industry and support advisor teams.
• Ability to organize schedules, prepare meeting materials, and manage client records efficiently.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in person.
• Assist in account opening, transfers, and related requests under guidance of a financial advisor.
• Support branch operations, scheduling, materials, and marketing initiatives.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tools

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and their clients in a fast-paced environment. You will handle client interactions, account handling, and daily administrative tasks to ensure a seamless client experience.

You’ll join a large, nationwide practice with structured training and a broad support network, enabling you to contribute effectively from day one and grow within the firm.