Client-Focused Office Administrator | Growth & Training

Edward Jones; Gulf Breeze (FL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription drugs

Dental

Vision

401k retirement plan

Paid holidays

Vacation

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide essential support to financial advisors and clients, handling account activity, scheduling, and communications to ensure a seamless client experience.

You'll join a large, client-focused firm with comprehensive training and a broad support network, backed by a generous benefits program and opportunities for growth within a culture that values belonging and continuous improvement.

Qualifications

• Analytical and detail-oriented mindset to support client needs.
• Strong interpersonal skills to engage clients and referral sources.
• Ability to learn and use firm-provided software tools.
• Comfort working independently within a team-driven environment.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account openings, transfers, and other requests as directed by the advisor.
• Schedule appointments, prepare meeting materials, and support branch operations.
• Learn and use MoneyGuide, Salesforce, and Microsoft Office tools.

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 essential support to financial advisors and clients, handling account activity, scheduling, and communications to ensure a seamless client experience.

You'll join a large, client-focused firm with comprehensive training and a broad support network, backed by a generous benefits program and opportunities for growth within a culture that values belonging and continuous improvement.