Client Services & Branch Operations Admin

Edward Jones; Canby (OR); Hybrid; USD 42,000 - 55,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k retirement plan

Paid holidays

Vacation and sick time

Volunteer day

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients. This role focuses on delivering exceptional service, handling accounts and communications, and supporting marketing and operations.

You will work with a large team across the branch and region, gaining experience in client relationships and financial services. Training and development are emphasized in a collaborative environment.

Qualifications

• Analytical thinking to assess client needs and data.
• Attention to detail in client records and transactions.
• Adaptability to a changing client environment and processes.

Responsibilities

• Provide exceptional client service via calls, email, or in person.
• Assist in opening accounts, transfers, and routine requests.
• Support administrative tasks and branch marketing initiatives.
• Utilize firm software to maintain accurate client records.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients. This role focuses on delivering exceptional service, handling accounts and communications, and supporting marketing and operations.

You will work with a large team across the branch and region, gaining experience in client relationships and financial services. Training and development are emphasized in a collaborative environment.