Client-Centric Branch Administrator

Edward Jones; Sulphur (OK); Hybrid; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k

Paid holidays

Vacation

Volunteer day

Job summary

Edward Jones in the United States is hiring a Branch Office Administrator to provide seamless support to clients and assist financial advisors in achieving long-term goals. You will handle client accounts, coordinate communications, and contribute to a positive client experience in a busy branch.

The role includes six months of training, a broad support network, and the chance to grow your career within a nationwide firm that values service, teamwork, and continuous improvement.

Qualifications

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and processing requests under the guidance of a financial advisor.
• Support marketing initiatives and branch operations to help meet business goals.

Responsibilities

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn and understand the financial services industry; handle account transfers and related requests as directed by the advisor.
• Administrative & Operational Support: Work independently under the advisor’s guidance; manage scheduling, materials for meetings, and communications.

Skills

Client service

Account management

Administrative tasks

Technology literacy

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is hiring a Branch Office Administrator to provide seamless support to clients and assist financial advisors in achieving long-term goals. You will handle client accounts, coordinate communications, and contribute to a positive client experience in a busy branch.

The role includes six months of training, a broad support network, and the chance to grow your career within a nationwide firm that values service, teamwork, and continuous improvement.