Branch Office Administrator — Client Support & Growth

Edward Jones; San Antonio (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical & prescription

Dental & Vision

401k plan

Paid holidays

Vacation time

Volunteer time off

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and clients. You will handle client accounts, schedule and prepare meetings, and assist with daily branch operations to ensure a smooth client experience.

This full‑time role comes with comprehensive training, a wide network of support, and opportunities to grow within a trusted, privately owned firm. Strong communication, attention to detail, and adaptability are valued as you build client

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account openings, transfers, and documentation as directed by the advisor.
• Support branch operations and marketing initiatives; update SOPs as needed.
• Develop a working knowledge of the financial services industry to serve clients effectively.

Responsibilities

• Provide client service via calls, email, and in-person interactions to strengthen relationships.
• Process account openings, transfers, and other requests per advisor direction.
• Schedule meetings, prepare materials, and support client meetings and events.
• Learn MoneyGuide, Salesforce and MS Office to support daily operations.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tools

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and clients. You will handle client accounts, schedule and prepare meetings, and assist with daily branch operations to ensure a smooth client experience.

This full‑time role comes with comprehensive training, a wide network of support, and opportunities to grow within a trusted, privately owned firm. Strong communication, attention to detail, and adaptability are valued as you build client