Branch Office Administrator — Client Success & Admin Support

Edward Jones; Olympia (WA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical & prescription drug

Dental

Vision

401k retirement plan

Paid holidays + vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with administrative and client service tasks. You will help manage client accounts, coordinate communications, and contribute to the branch business plan in a dynamic, client‑centered environment.

The role emphasizes delivering personalized service, learning the financial services industry, and collaborating with a large support network.

Qualifications

• Strong analytical thinking and attention to detail.
• Ability to adapt to a dynamic environment and support multiple priorities.
• Excellent communication skills for client interaction and teamwork.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and routine advisor requests with accuracy.
• Provide administrative and operational support the advisor, manage scheduling, materials, and SOP updates.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with administrative and client service tasks. You will help manage client accounts, coordinate communications, and contribute to the branch business plan in a dynamic, client‑centered environment.

The role emphasizes delivering personalized service, learning the financial services industry, and collaborating with a large support network.