Client-Focused Branch Administrator: Growth & Impact

Edward Jones; Oro Valley (AZ); On-site; USD 42,000 - 60,000; Full time

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors, manage client accounts, and ensure a positive client experience in a busy branch environment.

You will play a key role in scheduling, communications, and coordinating activities, with a strong emphasis on client service, accuracy, and teamwork. A comprehensive training program accompanies the role to develop skills and confidence.

Qualifications

• Provide exceptional client service via calls, email, and in-person interactions.
• Learn financial industry basics and account-related tasks under advisor guidance.
• Support administrative tasks and maintain accurate client records.
• Assist in branch marketing initiatives and events.

Responsibilities

• Deliver exceptional service to clients and build strong relationships.
• Assist in annual business planning and strategic initiatives.
• Listen for client needs and identify opportunities for services.
• Support scheduling, meetings, and branch operations.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors, manage client accounts, and ensure a positive client experience in a busy branch environment.

You will play a key role in scheduling, communications, and coordinating activities, with a strong emphasis on client service, accuracy, and teamwork. A comprehensive training program accompanies the role to develop skills and confidence.