Branch Office Administrator - Client Services & Operations

Edward Jones; Salem (VA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

Paid holidays

Vacation days

Job summary

Edward Jones in Salem, VA is seeking a Branch Office Administrator to provide seamless support to financial advisors and clients. You’ll handle client inquiries, manage accounts, schedule meetings, and help implement branch plans in a dynamic, client‑focused environment.

You’ll join a large, collaborative team with extensive training and a broad benefits package. The role emphasizes service, organization, and proactive communication, with opportunities for career growth within a privately held

Qualifications

• Client service via inbound/outbound calls, email, and in-person interactions.
• Account openings, transfers, and maintaining client records under advisor direction.
• Administrative and operational support to the advisor and branch.
• Proficiency with MoneyGuide, Salesforce, and MS Office.

Responsibilities

• Provide exceptional service to clients and build relationships.
• Support client accounts and communicate effectively with clients and team members.
• Schedule appointments, prepare materials for meetings, and manage correspondence.
• Assist in executing branch business plans and marketing initiatives.

Skills

Client service

Account management

Administrative tasks

Communication

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Salem, VA is seeking a Branch Office Administrator to provide seamless support to financial advisors and clients. You’ll handle client inquiries, manage accounts, schedule meetings, and help implement branch plans in a dynamic, client‑focused environment.

You’ll join a large, collaborative team with extensive training and a broad benefits package. The role emphasizes service, organization, and proactive communication, with opportunities for career growth within a privately held