Branch Office Associate — Client Service & Admin

Edward Jones; Mesa (AZ); On-site; USD 38,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in the United States is hiring a Branch Office Administrator to support financial advisors and clients. You will handle client accounts, communications, and daily office tasks, enabling advisors to focus on long-term goals.

This full-time role includes structured six-month training, a broad support network, and opportunities to grow within a collaborative, inclusive culture. You’ll gain experience with MoneyGuide, Salesforce, and Microsoft Office while helping deliver exceptional

Qualifications

• Client service mindset with a focus on delivering exceptional support to clients.
• Ability to learn and understand the financial services industry and processes.
• Strong organizational skills to manage schedules, documents, and communications.
• Willingness to engage in training and adapt to new tools and workflows.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and other requests under advisor direction.
• Handle administrative tasks, schedule meetings, prepare materials, and support marketing initiatives.
• Operate with strong technology literacy and use 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 in the United States is hiring a Branch Office Administrator to support financial advisors and clients. You will handle client accounts, communications, and daily office tasks, enabling advisors to focus on long-term goals.

This full-time role includes structured six-month training, a broad support network, and opportunities to grow within a collaborative, inclusive culture. You’ll gain experience with MoneyGuide, Salesforce, and Microsoft Office while helping deliver exceptional