Branch Office Administrator — Client Services & Ops

Edward Jones; Carlsbad (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical & prescription drug

Dental

Vision

401k retirement plan

15 days vacation

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and clients. You will help manage client accounts, coordinate communications, and contribute to a positive client experience in a values-driven environment.

This full-time role includes six months of training, a broad support network, independent work with team backing, and opportunities to participate in annual business planning, marketing activities, and service excellence across branches.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Support account opening, transfers, and documentation under financial advisor direction.
• Assist in coordinating branch operations and marketing initiatives.

Responsibilities

• Client Service: Deliver exceptional service to clients and maintain strong relationships.
• Account Management: Learn financial services, handle account openings/transfers, and maintain records.
• Administrative & Operational Support: Schedule appointments, prepare material for meetings, and update SOPs.

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 Branch Office Administrator to support financial advisors and clients. You will help manage client accounts, coordinate communications, and contribute to a positive client experience in a values-driven environment.

This full-time role includes six months of training, a broad support network, independent work with team backing, and opportunities to participate in annual business planning, marketing activities, and service excellence across branches.