Client-Driven Branch Office Administrator

Edward Jones; Cleveland (OK); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription benefits

401k retirement plan

Paid holidays & vacation

Career growth opportunities

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients in Cleveland. You’ll deliver exceptional client service, manage accounts, coordinate schedules, and help prepare for client meetings in a fast-paced, client-focused environment.

You'll participate in training, work with Salesforce and Microsoft Office tools, and collaborate with a large network of colleagues to drive a high-quality client experience.

Qualifications

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and updating client records.
• Handle administrative tasks and support the branch business plan.
• Proficient with Salesforce and Microsoft Office; quick learner of new tools.

Responsibilities

• Client service: respond to inquiries, resolve issues, and build relationships.
• Account management: support opening, transfers, and documentation.
• Administrative & operational support: schedule, meetings prep, and marketing efforts.
• Technology: comfortable using MoneyGuide, Salesforce and other firm software.

Skills

Client service

Account management

Communication skills

Tech proficiency

Tools

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients in Cleveland. You’ll deliver exceptional client service, manage accounts, coordinate schedules, and help prepare for client meetings in a fast-paced, client-focused environment.

You'll participate in training, work with Salesforce and Microsoft Office tools, and collaborate with a large network of colleagues to drive a high-quality client experience.