Client-Centric Office Administrator – Financial Services

Edward Jones; Bolivar (MO); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients. You’ll deliver seamless client service, manage accounts, and perform administrative tasks that help the branch run efficiently.

The role emphasizes strong communication, organization, and proactive support within a collaborative, inclusive environment. Training and a broad support network are provided.

Qualifications

• Provide exceptional client service and support across channels.
• Learn and manage client accounts and documentation.
• Support branch operations and marketing initiatives.

Responsibilities

• Client Service: Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Account Management: Open accounts, handle transfers and requests as directed by the advisor, maintain records.
• Administrative & Operational Support: Schedule appointments, prepare materials, manage correspondence, update SOPs.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients. You’ll deliver seamless client service, manage accounts, and perform administrative tasks that help the branch run efficiently.

The role emphasizes strong communication, organization, and proactive support within a collaborative, inclusive environment. Training and a broad support network are provided.