Client-Centric Branch Office Administrator

Edward Jones; Amarillo (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

401k retirement plan

Paid holidays

Vacation days

Bonus opportunities

Job summary

Edward Jones is seeking a Branch Office Administrator to provide essential client service, assist with accounts, and support branch operations. You will coordinate communications, schedule client meetings, and help drive the branch business plan with a focus on accuracy and customer care.

The role emphasizes teamwork, adaptability, and proactive problem-solving in a comprehensive training environment and across a broad branch network.

Qualifications

• Analytical thinking and attention to detail are essential for client account support.
• Strong communication skills for inbound/outbound calls, emails, and in-person interactions.
• Ability to learn financial services processes, account openings, transfers, and documentation.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account openings, transfers, and other requests under the guidance of a financial advisor.
• Prepare materials for client meetings and support branch marketing initiatives.
• Maintain accurate client records and streamline internal processes.

Skills

Analytical thinking

Attention to detail

Adaptability

Communication skills

Digital tool utilization

Team collaboration

Tools

Microsoft Office

Salesforce

MoneyGuide

Job description

Edward Jones is seeking a Branch Office Administrator to provide essential client service, assist with accounts, and support branch operations. You will coordinate communications, schedule client meetings, and help drive the branch business plan with a focus on accuracy and customer care.

The role emphasizes teamwork, adaptability, and proactive problem-solving in a comprehensive training environment and across a broad branch network.