Branch Office Client Services Administrator

Edward Jones; Prineville (OR); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental benefits

Vision benefits

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors in delivering outstanding client service and seamless account management. You’ll handle client inquiries, coordinate communications, and contribute to an efficient branch operation in a dynamic financial services environment.

The role offers comprehensive training, strong regional support, and a path for career growth within a Fortune 500 firm renowned for its client-first culture and inclusive environment.

Qualifications

• Analytical thinker with strong attention to detail and adaptability.
• Excellent conversational skills and ability to work with clients to deliver a positive experience.
• Proficiency with digital tools and CRM software such as MoneyGuide and Salesforce.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account management tasks and processing client requests under guidance of a financial advisor.
• Support administrative and operational tasks, scheduling, materials preparation, and branch business planning.

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 in delivering outstanding client service and seamless account management. You’ll handle client inquiries, coordinate communications, and contribute to an efficient branch operation in a dynamic financial services environment.

The role offers comprehensive training, strong regional support, and a path for career growth within a Fortune 500 firm renowned for its client-first culture and inclusive environment.