Client-Driven Branch Office Administrator

Edward Jones

Waynesboro (Franklin County)

On-site

USD 45,000 - 65,000

Full time

2 days ago
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Benefits offered by this job

Med & Rx
Dental & Vision
401k
Vacation 15 days
Bonus opportunities

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to join our client‑facing team. You’ll provide seamless support to financial advisors, manage client accounts, schedule meetings, and help drive annual business planning.

This role emphasizes service, communication, and organization. You’ll work with a large network across branches, regions, and home office, and you’ll benefit from comprehensive training and a generous benefits package.

Qualifications

  • Analytical thinking to assess client needs and data.
  • Attention to detail in account handling and documentation.
  • Adaptability to changing client situations and processes.
  • Strong conversational skills for client interactions.

Responsibilities

  • Provide exceptional client service via calls, email, and in‑person interactions.
  • Support account opening, transfers, and documentation as directed by the advisor.
  • Handle scheduling, meetings prep, correspondence, and marketing support.
  • Learn new technology and support branch business plans.

Skills

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to join our client‑facing team. You’ll provide seamless support to financial advisors, manage client accounts, schedule meetings, and help drive annual business planning.

This role emphasizes service, communication, and organization. You’ll work with a large network across branches, regions, and home office, and you’ll benefit from comprehensive training and a generous benefits package.

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