Client Services & Office Administrator

Edward Jones; Ocean Shores (WA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental benefits

Vision benefits

401k retirement plan

Job summary

Edward Jones is hiring a Branch Office Administrator to provide seamless client service and administrative support within a busy financial advisory team. You’ll assist with accounts, communications and marketing initiatives, enabling advisors to focus on client goals.

You’ll grow with a nationwide firm that values collaboration, continuous development, and a strong client-centered culture. This full-time role includes comprehensive benefits and a clear path for career progression.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email and in-person interactions.
• Learn the financial services industry and support account openings, transfers and client requests.
• Perform administrative tasks, schedule meetings, prepare materials and support branch marketing.

Responsibilities

• Client service via calls, email and in-person interactions; build strong client relationships.
• Assist with account openings, transfers and other requests under the direction of a financial advisor.
• Provide administrative and operational support; update SOPs and assist the branch business plan.
• Use MoneyGuide, Salesforce and MS Office to streamline tasks and client communications.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tools

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to provide seamless client service and administrative support within a busy financial advisory team. You’ll assist with accounts, communications and marketing initiatives, enabling advisors to focus on client goals.

You’ll grow with a nationwide firm that values collaboration, continuous development, and a strong client-centered culture. This full-time role includes comprehensive benefits and a clear path for career progression.