Branch Office Administrator — Client Services & Operations

Edward Jones; Maysville (KY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and Vision

401k with company match

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to provide vital administrative support to a financial advisor or team of advisors. You’ll help manage client accounts, facilitate communication, and ensure a positive client experience in a dynamic, rewarding environment.

Join a Fortune 500 company that values inclusivity, professional development, and a long‑term career path. The role includes comprehensive training and opportunities to contribute to branch and regional initiatives, with a

Qualifications

• Analytical thinking and strong attention to detail for financial client support.
• Ability to adapt in a fast-paced environment and manage multiple client inquiries.
• Excellent communication skills across calls, email, and in-person interactions.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person meetings.
• Assist with account opening, transfers, and administrative tasks under the direction of the financial advisor.
• Support branch operations, prepare materials for client meetings, and help execute the branch business plan.
• Utilize technology tools and platforms to improve client experience and workflow efficiency.

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 provide vital administrative support to a financial advisor or team of advisors. You’ll help manage client accounts, facilitate communication, and ensure a positive client experience in a dynamic, rewarding environment.

Join a Fortune 500 company that values inclusivity, professional development, and a long‑term career path. The role includes comprehensive training and opportunities to contribute to branch and regional initiatives, with a