Client-Focused Office Administrator - Financial Services

Edward Jones; Luling (LA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Paid holidays

Vacation time (15 days)

Volunteer day benefit

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients across the office network. You will help manage client accounts, coordinate communications, and ensure a positive client experience.

Join a Fortune 500 firm that values inclusion and professional development. You will receive extensive training and a robust benefits package as part of a large team dedicated to client outcomes.

Qualifications

• Analytical thinking is required to assess client needs and data.
• Attention to detail is essential for accurate record-keeping and compliance.
• Adaptability helps you respond to evolving client inquiries and market changes.
• Strong conversational skills enable effective client communication and relationship-building.
• Proficiency with MoneyGuide, Salesforce, and Office tools supports daily operations.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry; assist with account openings and transfers as directed by the advisor.
• Provide administrative and operational support, scheduling, materials prep, and documentation management.
• Demonstrate strong computer literacy and willingness to learn new technologies.

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 across the office network. You will help manage client accounts, coordinate communications, and ensure a positive client experience.

Join a Fortune 500 firm that values inclusion and professional development. You will receive extensive training and a robust benefits package as part of a large team dedicated to client outcomes.