Client-Centric Branch Office Administrator

Edward Jones; Sandy (OR); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones seeks a Branch Office Administrator to provide seamless support to our clients. You’ll help clients with accounts, facilitate communication, and ensure a positive client experience.

This role includes 6‑month training, strong team support from branch to home office, and opportunities to grow within a large, inclusive firm that values client focus and professional development.

Qualifications

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn and manage account opening, transfers, and documentation for clients.
• Administrative & Operational Support: Independently support the financial advisor and branch operations.
• Technology: Proficiency with common software and willingness to learn firm-provided tools.

Responsibilities

• Provide exceptional service to clients via calls, email, and in-person interactions.
• Open and transfer accounts, handle requests under the direction of the advisor.
• Prepare materials for client meetings and support marketing initiatives.
• Maintain accurate client records and streamline branch processes.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones seeks a Branch Office Administrator to provide seamless support to our clients. You’ll help clients with accounts, facilitate communication, and ensure a positive client experience.

This role includes 6‑month training, strong team support from branch to home office, and opportunities to grow within a large, inclusive firm that values client focus and professional development.