Client-Focused Branch Office Administrator

Edward Jones; Mission Viejo (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation

Volunteer time

Job summary

Edward Jones is seeking a Branch Office Administrator to provide robust support to financial advisors, managing client accounts, communications, and daily operations. You will contribute to a positive client experience and collaborate with a nationwide network of branches.

The role emphasizes training, cross-functional teamwork, and professional development within a inclusive, performance-driven environment. A full-time commitment at a local office is expected.

Qualifications

• Analytical thinking and attention to detail are valued in client interactions.
• Ability to adapt to changing client needs and environments.
• Strong verbal and written communication for client conversations.
• Comfort with digital tools and CRM software to support advisory teams.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and other requests under the guidance of the financial advisor.
• Perform administrative tasks, schedule appointments, prepare materials for client meetings, and support branch initiatives.
• Utilize technology tools (MoneyGuide, Salesforce, Microsoft Office) and learn new firm-provided software as needed.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Client Service

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide robust support to financial advisors, managing client accounts, communications, and daily operations. You will contribute to a positive client experience and collaborate with a nationwide network of branches.

The role emphasizes training, cross-functional teamwork, and professional development within a inclusive, performance-driven environment. A full-time commitment at a local office is expected.