Branch Office Coordinator: Client Service & Admin

Edward Jones; Walla Walla (WA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

Disability insurance

401(k) retirement plan

Health savings account

Paid holidays (10 per year)

Vacation (15 days)

Volunteer day

Bonus opportunities

Job summary

Edward Jones is seeking a Branch Office Administrator to deliver exceptional client service, support account management, and perform administrative duties in a fast-paced financial services environment. You will collaborate with financial advisors and a broad support network to ensure a positive client experience and smooth branch operations.

The role emphasizes attention to detail, strong communication, and proficiency with MoneyGuide, Salesforce, and Microsoft Office.

Qualifications

• Analytical thinking to assess client needs and risks.
• Attention to detail in handling client data and paperwork.
• Adaptability to changing client situations and regulations.
• Strong conversational skills for client interactions.
• Proficiency with digital tools used in client management.
• Ability to collaborate across teams to support advisors.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account openings, transfers, and other advisor-directed requests.
• Handle administrative tasks and support branch business plans.
• Learn financial services processes and maintain accurate client records.
• Utilize MoneyGuide, Salesforce, and MS Office to support client service.

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 deliver exceptional client service, support account management, and perform administrative duties in a fast-paced financial services environment. You will collaborate with financial advisors and a broad support network to ensure a positive client experience and smooth branch operations.

The role emphasizes attention to detail, strong communication, and proficiency with MoneyGuide, Salesforce, and Microsoft Office.