Dynamic Branch Office Administrator | Client Services

Edward Jones; Tallahassee (FL); On-site; USD 36,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless client support, help with account activity, and coordinate communications for a team of financial advisors. You’ll engage with clients, manage schedules, and support daily branch operations to ensure a positive client experience.

This full-time role offers comprehensive training, a strong support network, and opportunities for career growth, along with a competitive benefits package including health,

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn the financial services industry; support account openings/transfers and maintain client records.
• Strong computer literacy; willingness to learn MoneyGuide, Salesforce, and Office software.

Responsibilities

• Client service via calls, email, and in-person interactions.
• Account handling: openings, transfers, and requests under advisor direction.
• Administrative tasks: scheduling, preparing materials for client meetings, managing correspondence; support marketing efforts.

Skills

Client service

Account management

Admin support

Tech literacy

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless client support, help with account activity, and coordinate communications for a team of financial advisors. You’ll engage with clients, manage schedules, and support daily branch operations to ensure a positive client experience.

This full-time role offers comprehensive training, a strong support network, and opportunities for career growth, along with a competitive benefits package including health,