Branch Office Administrator: Client Services & Operations

Edward Jones; Silsbee (TX); On-site; USD 40,000 - 64,000; Full time

Benefits offered by this job

Medical and prescription drug

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients in a fast-paced environment. You will help manage client accounts, coordinate communications, and ensure a positive client experience in the branch setting.

Key responsibilities include account opening, transfers, scheduling, preparing materials for meetings, and supporting marketing initiatives. Proficiency with MoneyGuide, Salesforce, and Microsoft Office is expected.

Qualifications

• Analytical thinking and strong attention to detail to support client activity.
• Ability to adapt to changing client needs while following firm policy.
• Strong conversational skills to communicate clearly with clients and colleagues.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and routine requests as directed by the financial advisor.
• Support administrative tasks and marketing initiatives; help implement the branch business plan.
• Proficiently use MoneyGuide, Salesforce and Office tools to support daily workflows.

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 support financial advisors and clients in a fast-paced environment. You will help manage client accounts, coordinate communications, and ensure a positive client experience in the branch setting.

Key responsibilities include account opening, transfers, scheduling, preparing materials for meetings, and supporting marketing initiatives. Proficiency with MoneyGuide, Salesforce, and Microsoft Office is expected.