Client‑Driven Branch Office Administrator

Edward Jones; Sparks (NV); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision coverage

Disability and life insurance

401(k) retirement plan

Health Savings Account (HSA) / FSA

Ten paid holidays and 15 days of PTO

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients, handling inquiries, account tasks, and daily branch operations. You will contribute to a positive client experience and assist in implementing the branch business plan.

You will work with MoneyGuide, Salesforce, and Microsoft Office, developing your skills through comprehensive training and a broad support network. This is a full-time, on-site role in a dynamic, inclusive environment.

Qualifications

• Analytical thinking and problem-solving skills.
• Strong attention to detail and accuracy in administrative tasks.
• Adaptability to a fast-paced, client-facing environment.
• Excellent communication and interpersonal abilities.
• Proficiency with common financial planning tools and CRM software.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account management including opening, transfers, and documentation.
• Handle administrative tasks and support branch business plan execution.
• Learn and use MoneyGuide, Salesforce, and MS Office to support advisors.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients, handling inquiries, account tasks, and daily branch operations. You will contribute to a positive client experience and assist in implementing the branch business plan.

You will work with MoneyGuide, Salesforce, and Microsoft Office, developing your skills through comprehensive training and a broad support network. This is a full-time, on-site role in a dynamic, inclusive environment.