Client-Driven Branch Office Administrator

Edward Jones; Santa Fe (NM); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401(k) plan

Paid holidays

Vacation & sick time

Volunteer day

Job summary

Edward Jones is hiring a Branch Office Administrator to provide essential client service and administrative support for a team of financial advisors. You will manage client communications, help with account activity, and contribute to a positive client experience.

You will receive structured training, ongoing professional development, and access to a large support network across branches. The role emphasizes accuracy, proactive outreach, and teamwork within a supportive environment.

Qualifications

• Strong analytical thinking and problem-solving abilities.
• Attention to detail in client records and paperwork.
• Adaptability to changing client needs and scenarios.
• Excellent verbal and written communication with clients.
• Proficiency in digital tools used to manage client accounts.
• Collaborative approach within a branch/team environment.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and routine requests under the advisor's guidance.
• Support administrative tasks and help implement the branch business plan.
• Utilize technology tools (MoneyGuide, Salesforce, Office) to improve client experience.

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 provide essential client service and administrative support for a team of financial advisors. You will manage client communications, help with account activity, and contribute to a positive client experience.

You will receive structured training, ongoing professional development, and access to a large support network across branches. The role emphasizes accuracy, proactive outreach, and teamwork within a supportive environment.