Branch Office Administrator - Client Services & Operations Lead

Edward Jones; Victoria (TX); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision plans

401(k) retirement plan

Job summary

Edward Jones in the United States is seeking a proactive Branch Office Administrator to provide essential client support and administrative services to a financial advisor or team.

You will handle client communications, account processing, scheduling, and project marketing initiatives while maintaining accurate records and delivering a positive client experience. Full-time position with comprehensive benefits.

Qualifications

• Analytical thinking and problem solving for client needs.
• Attention to detail in client files and transactions.
• Adaptability to a fast-paced financial services environment.
• Strong communication and interpersonal skills.

Responsibilities

• Provide exceptional service to clients via calls, email, and in-person interactions.
• Account opening, transfers, and processing per advisor instructions.
• Administrative support, scheduling, materials for meetings, and SOP updates.
• Support branch marketing initiatives and maintain accurate client records.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a proactive Branch Office Administrator to provide essential client support and administrative services to a financial advisor or team.

You will handle client communications, account processing, scheduling, and project marketing initiatives while maintaining accurate records and delivering a positive client experience. Full-time position with comprehensive benefits.