Client-Focused Office Administrator for Financial Advisors

Edward Jones; Ocean Shores (WA); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

6‑month training

Extensive support network

Thousands of colleagues backing you

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless support to clients, assist financial advisors, and maintain accurate records. This role offers growth in a collaborative, community-focused environment.

You will handle inquiries, coordinate appointments, support marketing efforts, and learn firm systems like MoneyGuide, Salesforce, and Microsoft Office while growing your professional network inside a large, supportive organization.

Qualifications

• Analytical mindset with strong attention to detail.
• Ability to adapt to a fast-paced environment and learn new tools.
• Excellent verbal and written communication for client interactions.
• Comfort with digital tools and basic administrative processes.
• Collaborative approach to work within a branch team.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, and support marketing initiatives.
• Assist in developing strategies aligned with the branch business plan.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless support to clients, assist financial advisors, and maintain accurate records. This role offers growth in a collaborative, community-focused environment.

You will handle inquiries, coordinate appointments, support marketing efforts, and learn firm systems like MoneyGuide, Salesforce, and Microsoft Office while growing your professional network inside a large, supportive organization.