Financial Services Office Administrator

Edward Jones; Knoxville (TN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Comprehensive 6-month training

Full benefits package

Bonuses and profit sharing potential

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients. The role focuses on delivering exceptional service, processing account requests, and coordinating administrative tasks within a dynamic team environment.

You will work with a large network of advisors and clients, contributing to a positive client experience while growing your career in a trusted, community-focused firm.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and support financial services workflows: account openings, transfers, and requests.
• Assist in preparing materials for client meetings and maintain client records.
• Support marketing initiatives and branch operations to drive business results.

Responsibilities

• Provide exceptional client service to clients via inbound and outbound calls, email, and in-person interactions.
• Account opening, transfers, and requests as directed by the financial advisor.
• Prepare materials for client meetings and manage communications.
• Support branch marketing initiatives and SOP updates.

Skills

Client service

Account management

Administrative tasks

Technology literacy

Communication

Team collaboration

Attention to detail

Analytical thinking

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients. The role focuses on delivering exceptional service, processing account requests, and coordinating administrative tasks within a dynamic team environment.

You will work with a large network of advisors and clients, contributing to a positive client experience while growing your career in a trusted, community-focused firm.