Branch Office Administrator: Client Services & Ops

Edward Jones; Overland Park (KS); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Full-time benefits

Training & mentorship

Career growth opportunities

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless support to clients and assist financial advisors. You’ll manage client accounts, communications, and everyday administrative tasks in a dynamic, client-focused environment.

Join a large network with comprehensive training and a path to grow within a Fortune 500 firm that values inclusion and development. This is a full-time role with a strong benefits package and opportunities for merit-based growth.

Qualifications

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Handle account openings, transfers and requests under the guidance of a financial advisor.
• Perform administrative tasks, schedule meetings and support branch business planning.
• Demonstrate strong computer literacy and willingness to learn new software.

Responsibilities

• Deliver exceptional personalized service to clients and maintain strong relationships.
• Support client accounts, facilitate communication, and ensure a positive client experience.
• Assist in annual business planning and marketing initiatives.

Skills

Client Service

Account Management

Administrative Tasks

Digital Tools

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless support to clients and assist financial advisors. You’ll manage client accounts, communications, and everyday administrative tasks in a dynamic, client-focused environment.

Join a large network with comprehensive training and a path to grow within a Fortune 500 firm that values inclusion and development. This is a full-time role with a strong benefits package and opportunities for merit-based growth.