Branch Office Administrator: Client Services & Operations

Edward Jones; Tacoma (WA); On-site; USD 42,000 - 65,000; Full time

Job summary

Edward Jones in Tacoma is seeking a Branch Office Administrator to provide essential client service and administrative support to a financial advisor team. You’ll help clients manage accounts, coordinate communications, and ensure a seamless, positive experience.

The role includes a six-month training program, a wide regional support network, independence with guidance, and opportunities to contribute to branch planning and community events while building a long‑term career with Edward Jones.

Qualifications

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Learn and navigate the financial services industry and maintain accurate client records.
• Perform administrative tasks and support the branch business plan with independence.

Responsibilities

• Provide client accounts support and ensure a positive client experience.
• Coordinate scheduling, prepare materials for meetings, and support marketing initiatives.
• Utilize firm software (MoneyGuide, Salesforce, MS Office) and adapt to new tools.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Tacoma is seeking a Branch Office Administrator to provide essential client service and administrative support to a financial advisor team. You’ll help clients manage accounts, coordinate communications, and ensure a seamless, positive experience.

The role includes a six-month training program, a wide regional support network, independence with guidance, and opportunities to contribute to branch planning and community events while building a long‑term career with Edward Jones.