Client-Focused Branch Office Administrator

Edward Jones; Dunnellon (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical coverage

Health Savings Account

Flexible Spending Account

Voluntary Benefits

Well-being programs

Retirement plan

Job summary

Edward Jones is seeking a Branch Office Administrator to deliver exceptional client service and support financial advisors in daily branch operations. You will assist with client accounts, coordinate communications, and help ensure a positive client experience.

The role includes comprehensive training, a broad support network, and opportunities for long-term career growth within a collaborative, inclusive culture.

Qualifications

• Analytical thinkers who pay close attention to detail and adapt to changing client needs.
• Strong verbal and written communication to engage clients and colleagues.
• Comfort with digital tools and a team-based work environment.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Open and transfer client accounts, process requests, and maintain accurate records.
• Support branch operations, schedule meetings, and assist with marketing initiatives.
• Learn and use MoneyGuide, Salesforce and Microsoft Office in daily tasks.

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 deliver exceptional client service and support financial advisors in daily branch operations. You will assist with client accounts, coordinate communications, and help ensure a positive client experience.

The role includes comprehensive training, a broad support network, and opportunities for long-term career growth within a collaborative, inclusive culture.