Client-Facing Branch Office Administrator

Edward Jones; Alexandria (VA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid holidays & vacation

Job summary

Edward Jones is hiring a Branch Office Administrator in Virginia. You will support financial advisors by handling client communications, accounts, and daily branch operations. This role offers growth in a collaborative, client-centered environment with strong training and a broad support network.

We value accuracy, proactive problem-solving, and a willingness to learn new technologies such as MoneyGuide, Salesforce and Microsoft Office. This full-time position includes comprehensive benefits.

Qualifications

• Analytical mindset and problem solving.
• Attention to detail in client data and processes.
• Adaptability to changing client needs and workflows.
• Strong communication with clients via calls, email and in person.
• Proficiency with MoneyGuide, Salesforce and Microsoft Office.
• Ability to work with a large support network and cross-functional teams.

Responsibilities

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Manage accounts including openings, transfers, and documentation under advisor direction.
• Deliver administrative and operational support, scheduling, materials prep, and SOP updates.
• Leverage technology and firm software to support daily branch activities.

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 in Virginia. You will support financial advisors by handling client communications, accounts, and daily branch operations. This role offers growth in a collaborative, client-centered environment with strong training and a broad support network.

We value accuracy, proactive problem-solving, and a willingness to learn new technologies such as MoneyGuide, Salesforce and Microsoft Office. This full-time position includes comprehensive benefits.