Branch Office Administrator: Client Services & Operations

Edward Jones; Newberry (FL); On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

Medical & Rx

Dental

Vision

401k

Paid holidays

Vacation days

Volunteer day

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless support to clients and advisors. You will handle client inquiries, facilitate communications, and help ensure a positive client experience in a dynamic environment.

The role involves learning the financial services industry, assisting in account management, scheduling, documentation, and supporting marketing and branch plans. A collaborative, customer‑focused mindset is essential.

Qualifications

• Provide exceptional client service via inbound and outbound calls, email, and in‑person interactions.
• Learn and understand the financial services industry and account handling.
• Support marketing initiatives and branch business planning.
• Proactive problem solving and strong communication.

Responsibilities

• Client service via inbound and outbound calls, email, and in‑person interactions.
• Account opening, handling transfers and other requests at the direction of the financial advisor.
• Prepare materials for client meetings and manage correspondence.
• Support branch marketing initiatives and SOP updates.

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 seamless support to clients and advisors. You will handle client inquiries, facilitate communications, and help ensure a positive client experience in a dynamic environment.

The role involves learning the financial services industry, assisting in account management, scheduling, documentation, and supporting marketing and branch plans. A collaborative, customer‑focused mindset is essential.