Branch Office Administrator

Role Summary

As a Branch Office Administrator, you will be a vital part of our team, providing seamless support to our clients. You’ll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

• Comprehensive 6‑month training including an experienced peer to help mentor you.
• A wide support network that extends from your branch office to your region to the home office.
• You’ll often work independently but have a team of thousands backing you every step of the way.

• Deliver personalized service to ensure clients feel understood and informed.
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listen for situations in clients’ lives that may indicate a need for additional services.
• Drive marketing activities such as planning and executing events.
• Provide exceptional service to clients via inbound and outbound calls, email, and in‑person interactions.
• Respond to inquiries, resolve issues, and ensure an exceptional experience.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Learn and understand the financial services industry; handle account opening, transfers, and other requests as directed.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Work independently at the direction of the financial advisor; handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives.
• Streamline processes by updating SOPs and strategically executing on the branch business plan.
• Use technology 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.

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.