Branch Office Administrator - Client Services & Ops

Edward Jones; Lebanon (TN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

Short- and long-term disability

Basic life and basic AD&D

401k retirement plan

Health Savings Account (HSA) or Flex 1

Ten paid holidays

15 days of vacation for new associates

Sick time and personal days

Volunteer day

Bonus opportunities and profit sharing

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients, handling communications, accounts, and administrative tasks. You’ll play a key role in delivering personalized client service and contributing to the branch strategy.

This position offers structured training, a broad support network, and opportunities for growth within a large, privately-owned financial services firm.

Qualifications

• Analytical mindset with ability to interpret client needs and data.
• Strong attention to detail in handling accounts and documents.
• Adaptability to support a fast-paced financial services environment.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account openings, transfers, and other client requests under advisor direction.
• Prepare materials for client meetings and support branch marketing initiatives.
• Learn and operate tools like Salesforce and Microsoft Office as required.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients, handling communications, accounts, and administrative tasks. You’ll play a key role in delivering personalized client service and contributing to the branch strategy.

This position offers structured training, a broad support network, and opportunities for growth within a large, privately-owned financial services firm.