Branch Office Administrator — Client Success & Ops Partner

Edward Jones; Weatherford (OK); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical & Prescription Drug

Dental & Vision

401(k)

Paid holidays

Vacation days (15)

Bonus opportunities

Job summary

Edward Jones is looking for a Branch Office Administrator to deliver exceptional client service, manage accounts, and provide administrative support to a financial advisory team. You’ll play a key role in client communication, scheduling, and operational tasks to help the branch meet its goals.

You’ll work with MoneyGuide, Salesforce, and Microsoft Office, learning the firm’s processes and collaborating with a large network of colleagues to support clients across the branch and region.

Qualifications

• Customer-service oriented with strong communication skills.
• Ability to learn the financial services industry and client account processes.
• Capable of scheduling, preparing materials, and supporting marketing initiatives.
• Proficiency with basic tech and MS Office.

Responsibilities

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in‑person interactions.
• Account Management: Learn and understand the financial services industry; assist in account opening and transfers.
• Administrative & Operational Support: Work independently under guidance; manage scheduling and materials; support branch plan.
• Technology: Use MoneyGuide, Salesforce, and MS Office; learn firm-provided software.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is looking for a Branch Office Administrator to deliver exceptional client service, manage accounts, and provide administrative support to a financial advisory team. You’ll play a key role in client communication, scheduling, and operational tasks to help the branch meet its goals.

You’ll work with MoneyGuide, Salesforce, and Microsoft Office, learning the firm’s processes and collaborating with a large network of colleagues to support clients across the branch and region.