Branch Office Administrator - Client Services & Ops

Edward Jones; Overland Park (KS); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical & Prescription

Dental

Vision

401k Retirement Plan

Vacation 15 days

Job summary

Edward Jones seeks a Branch Office Administrator to join a dynamic team supporting financial advisors and clients. You will handle client communications, account-related tasks, and administrative duties while working within a structured training program.

This full-time role offers mentorship, a broad internal support network, and the chance to contribute to client planning and service excellence in a collaborative, inclusive environment.

Qualifications

• Analytical thinking and client service mindset.
• Strong attention to detail in account handling.
• Adaptability to changing client needs and processes.
• Excellent communication with clients and team members.
• Proficiency with MoneyGuide, Salesforce and MS Office.

Responsibilities

• Provide exceptional client service via calls, email and in-person interactions.
• Learn financial services industry basics including account openings and transfers.
• Provide administrative and operational support to the financial advisor(s).
• Support 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 seeks a Branch Office Administrator to join a dynamic team supporting financial advisors and clients. You will handle client communications, account-related tasks, and administrative duties while working within a structured training program.

This full-time role offers mentorship, a broad internal support network, and the chance to contribute to client planning and service excellence in a collaborative, inclusive environment.