Branch Office Administrator: Client Services & Operations

Edward Jones; O’Fallon (MO); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to deliver exceptional client service, support financial advisors, and contribute to the branch's success. You will handle client inquiries, account-related requests, and administrative tasks while collaborating with a large support network.

This full-time role offers structured onboarding, ongoing training, and a pathway to broader responsibilities within a growing organization.

Qualifications

• Ability to analyze client needs and maintain accurate records.
• Strong attention to detail in handling accounts and documentation.
• Adaptability to a dynamic financial services environment.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in opening accounts, transfers, and other advisor-directed tasks.
• Manage administrative tasks, scheduling, materials for client meetings, and SOP updates.
• Support marketing initiatives and branch business planning with attention to process improvements.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator to deliver exceptional client service, support financial advisors, and contribute to the branch's success. You will handle client inquiries, account-related requests, and administrative tasks while collaborating with a large support network.

This full-time role offers structured onboarding, ongoing training, and a pathway to broader responsibilities within a growing organization.