Client-Focused Branch Office Administrator

Edward Jones; North Little Rock (AR); On-site; USD 42,000 - 64,000; Full time

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with administrative tasks and client service. You’ll help manage accounts, communications, and daily operations in a collaborative team environment.

You'll participate in a comprehensive six-month training and connect with a broad support network from the branch to the home office. This role offers growth opportunities within a privately held firm.

Qualifications

• Provide exceptional client service via calls, email, and in-person interactions.
• Learn financial services basics and client account handling.
• Support marketing initiatives and branch business planning.

Responsibilities

• Client Service: deliver outstanding service, respond to inquiries, and foster client relationships.
• Account Management: handle account openings, transfers, and documentation as directed by the advisor.
• Administrative & Operational Support: schedule appointments, prepare materials, manage correspondence, and support SOP updates.
• Technology: demonstrate strong computer literacy and willingness to learn MoneyGuide, Salesforce, and MS Office.

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 support financial advisors and clients with administrative tasks and client service. You’ll help manage accounts, communications, and daily operations in a collaborative team environment.

You'll participate in a comprehensive six-month training and connect with a broad support network from the branch to the home office. This role offers growth opportunities within a privately held firm.