Client-Focused Branch Administrator (Finance)

Edward Jones; Liberty Lake (WA); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

6-month training

Large support network

Career growth opportunities

Job summary

Edward Jones seeks a Branch Office Administrator to support client accounts, communications, and daily branch operations. You will participate in client interactions, account processing, and documentation to ensure a seamless client experience.

You’ll join a large support network with comprehensive six-month training, mentored by experienced colleagues, and collaboration across branches, regions, and the home office. Growth, inclusion, and a client‑focused culture define the role.

Qualifications

• Analytical thinking with strong attention to detail.
• Ability to adapt to changing client needs and processes.
• Excellent communication, both verbal and written.
• Comfort using basic financial tools and CRM software.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist with client account opening, transfers, and documentation.
• Support branch business plan execution and marketing initiatives.
• Learn and use firm-provided software and tools.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones seeks a Branch Office Administrator to support client accounts, communications, and daily branch operations. You will participate in client interactions, account processing, and documentation to ensure a seamless client experience.

You’ll join a large support network with comprehensive six-month training, mentored by experienced colleagues, and collaboration across branches, regions, and the home office. Growth, inclusion, and a client‑focused culture define the role.