Client-First Financial Services Administrator

Edward Jones; Edmond (OK); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental and vision insurance

401(k) retirement plan with company匹配

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to provide essential client service and administrative support to a team of financial advisors. You will manage client communications, transactions, and documentation, ensuring an exceptional experience for clients.

The role offers comprehensive training, strong regional and home office support, and opportunities to develop within a large, client‑facing financial services firm.

Qualifications

• Analytical thinking to assess client needs and data.
• Attention to detail in client records and transactions.
• Adaptability to a dynamic financial services environment.
• Strong communication to engage clients and colleagues.
• Proficiency with MoneyGuide, Salesforce, and Office tools.
• Collaborative approach with advisory teams.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in‑person interactions.
• Assist in account management tasks including openings, transfers, and paperwork.
• Support administrative and operational processes for the advisor(s).
• Utilize technology platforms to streamline client interactions and branch operations.

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 provide essential client service and administrative support to a team of financial advisors. You will manage client communications, transactions, and documentation, ensuring an exceptional experience for clients.

The role offers comprehensive training, strong regional and home office support, and opportunities to develop within a large, client‑facing financial services firm.