Branch Office Administrator — Growth & Client Impact

Edward Jones; Columbus (TX); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Paid holidays

Vacation and sick time

Employee assistance program

Job summary

Edward Jones is hiring a Branch Office Administrator to provide essential client service and administrative support for financial advisors. You will help manage client accounts, communications, and documentation while contributing to marketing and branch operations.

The role offers comprehensive onboarding, extensive training, and a collaborative team environment within a large client-focused firm.

Qualifications

• Proven analytical thinking and problem-solving.
• Strong attention to detail in client servicing and data handling.
• Adaptability to a dynamic financial services environment.
• Excellent verbal and written communication with clients.
• Proficient with digital tools used in client management.
• Collaborates effectively with team members and advisors.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist with account opening, transfers, and documentation per advisor direction.
• Support branch operations, meetings, and marketing initiatives.
• Learn and use firm software including MoneyGuide, Salesforce, and MS Office.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tools

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to provide essential client service and administrative support for financial advisors. You will help manage client accounts, communications, and documentation while contributing to marketing and branch operations.

The role offers comprehensive onboarding, extensive training, and a collaborative team environment within a large client-focused firm.