Client-Centric Branch Office Admin for Financial Advisors

Edward Jones; Tucson (AZ); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental and vision benefits

401k retirement plan

Paid holidays (10) and vacation (15)

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client service, support financial advisors, and manage administrative tasks in a fast-paced branch environment. You will handle inquiries, client accounts, and daily operations to ensure a positive client experience.

This role includes training, strong branch support, and opportunities for professional development within a trusted financial services firm.

Qualifications

• Strong client service mindset with ability to manage inquiries and maintain relationships.
• Ability to learn financial services processes and support a financial advisor.
• Proactive in administrative tasks, scheduling, and document preparation.
• Comfort with using CRM and branch tools to support marketing activities.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation per advisor directions.
• Handle scheduling, meetings, materials, and communications for client meetings.
• Support branch business plan execution and SOP updates.

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 provide seamless client service, support financial advisors, and manage administrative tasks in a fast-paced branch environment. You will handle inquiries, client accounts, and daily operations to ensure a positive client experience.

This role includes training, strong branch support, and opportunities for professional development within a trusted financial services firm.