Branch Office Administrator

Role Summary

As a Branch Office Administrator, you will support financial advisors and clients by managing client accounts, facilitating communication, and ensuring a positive client experience.

• Client Service:
  Provide exceptional service via inbound and outbound calls, email, and in-person interactions; resolve client inquiries and maintain strong relationships.
• Account Management:
  Learn and understand financial services industry concepts; conduct account openings, handle transfers, process transactions, prepare documentation, and keep accurate client records.
• Administrative & Operational Support:
  Work independently to schedule appointments, prepare meeting materials, manage correspondence, support marketing initiatives, and streamline processes, including updating SOPs.
• Technology:
  Possess strong computer literacy and a willingness to learn new tools such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

Full‑time associates receive medical, dental, vision, and prescription drug coverage; short‑ and long‑term disability; basic life and AD&D; and a 401(k) retirement plan. Additional benefits include paid holidays, vacation, sick time, personal days, volunteer days, bonuses, profit sharing, and an Employee Assistance Program.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.