Financial Services Branch Office Admin — Client-Focused

Edward Jones; Opelika (AL); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k plan

Paid holidays

Paid time off

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and serve clients with professionalism. You will help manage client accounts, facilitate communications, and contribute to a positive client experience.

This role offers structured training, a broad support network, and opportunities to grow within a large financial services firm. You’ll work as part of a collaborative team in a dynamic office environment.

Qualifications

• Ability to provide exceptional client service via calls, email, and in-person interactions.
• Support client accounts and conduct account transfers under the guidance of a financial advisor.
• Handle administrative tasks, scheduling, materials prep, and marketing support.

Responsibilities

• Provide exceptional client service and build strong client relationships.
• Learn and support account opening, transfers, and routine requests.
• Schedule meetings, prepare materials, and support branch business plans.
• Proficiency with MoneyGuide, Salesforce, and Microsoft Office.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and serve clients with professionalism. You will help manage client accounts, facilitate communications, and contribute to a positive client experience.

This role offers structured training, a broad support network, and opportunities to grow within a large financial services firm. You’ll work as part of a collaborative team in a dynamic office environment.