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Branch Office Administrator

Job in Guthrie, Logan County, Oklahoma, 73044, USA
Listing for: Edward Jones
Full Time position
Listed on 2026-06-19
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company that places the focus on clients rather than shareholder returns.

Role Summary

As a Branch Office Administrator, you will support financial advisors and their clients, ensuring a high‑quality client experience and smooth branch operations.

Key Responsibilities
  • Provide exceptional client service via inbound and outbound calls, email, and in‑person interactions; resolve inquiries and build strong relationships.
  • Assist with account opening, account transfers, and other transaction requests; prepare documentation and maintain accurate records.
  • Handle administrative and operational tasks such as scheduling appointments, preparing client‑meeting materials, managing correspondence, and supporting marketing initiatives.
  • Participate in the annual business planning process to help advisors develop strategies for the upcoming year.
  • Drive marketing activities, including planning and executing branch events.
  • Use technology tools, including Money Guide, Salesforce, Microsoft Office, and other firm‑provided applications.
Key Skills
  • Analytical Thinking
  • Attention to Detail
  • Adaptability
  • Conversational Skills
  • Digital Tool Utilization
  • Team Collaboration
Benefits
  • Medical, prescription drug, dental, and vision coverage
  • Voluntary benefits (accident, hospital indemnity, critical illness)
  • Disability, basic life, and AD&D coverage at no cost
  • 401(K) retirement plan with company match
  • Health Savings Account (HSA) and Flexible Spending Account (FSA)
  • Ten paid holidays, 15 days of vacation for new associates, sick time, personal days, and a paid volunteer day
  • Potential bonuses and profit‑sharing opportunities
  • Employee Assistance Program
EEO Statement

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.

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