Client-Focused Branch Office Administrator

Edward Jones; Heber (UT); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical benefits

Dental insurance

Vision insurance

401k retirement plan

Health savings account

Paid holidays

Vacation (15 days)

Sick time

Volunteer days

Job summary

Edward Jones is hiring a Branch Office Administrator to provide seamless client support and administrative backing for a team of financial advisors. You will help manage client accounts, coordinate communications, and contribute to a positive client experience in a fast-paced branch setting.

This full-time role offers comprehensive training, a broad support network, and opportunities to develop professionally within a privately-held firm focused on long-term client relationships.

Qualifications

• Customer-focused mindset with strong communication skills.
• Ability to learn basic financial services concepts quickly.
• Experience supporting client accounts and scheduling activities is a plus.

Responsibilities

• Provide exceptional client service via calls, email, and in-person meetings.
• Assist in account openings, transfers, and documentation as directed by the advisor.
• Perform administrative tasks, organize materials, and support branch operations.
• Utilize technology tools like Salesforce and Microsoft Office to support workflows.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is hiring a Branch Office Administrator to provide seamless client support and administrative backing for a team of financial advisors. You will help manage client accounts, coordinate communications, and contribute to a positive client experience in a fast-paced branch setting.

This full-time role offers comprehensive training, a broad support network, and opportunities to develop professionally within a privately-held firm focused on long-term client relationships.