Client-Centric Branch Office Administrator

Edward Jones; Oregon City (OR); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

6-month training

Strong support network

Team backing

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and clients with seamless service. You’ll handle client accounts, communications, scheduling, and documentation while contributing to a positive client experience in a dynamic, customer‑focused environment.

This full-time role offers six months of training, a broad support network, and the chance to grow within Edward Jones’ culture that values inclusion and meaningful relationships with

Qualifications

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Aptitude to learn and understand the financial services industry; manage accounts and requests as directed.
• Work independently; schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives.
• Strong computer literacy with willingness to learn MoneyGuide, Salesforce, MS Office and other firm-provided software.

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Support annual business planning and develop strategies for the upcoming year.
• Actively listen for client situations that may indicate need for additional services.
• Assist in planning and executing marketing activities.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and clients with seamless service. You’ll handle client accounts, communications, scheduling, and documentation while contributing to a positive client experience in a dynamic, customer‑focused environment.

This full-time role offers six months of training, a broad support network, and the chance to grow within Edward Jones’ culture that values inclusion and meaningful relationships with