Branch Office Administrator

Job overview

The Branch Office Administrator is an onsite role based in Plano, TX. Compensation is not specified for this position, which supports a financial advisor team at Edward Jones to help clients achieve their long-term financial goals. This role exists to provide essential administrative and operational support to financial advisors. The Branch Office Administrator manages client accounts, facilitates communication, and ensures a positive client experience, contributing to the firm's mission of partnering for positive impact.

What you'll do

• Provide exceptional client service via phone, email, and in-person interactions.
• Manage account opening, transfers, and documentation.
• Handle administrative tasks including scheduling, correspondence, and marketing event planning.
• Utilize digital tools and firm software to maintain accurate records and streamline branch operations.

What we're looking for

Skills & competencies

full-time

day shift

plano tx

edward jones

administrative support

client service

account management

onsite

no travel

no on-call

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, prescription drug, dental, vision, 401k retirement plan, 15 days vacation, paid holidays, sick time, and profit sharing.

Why this role

Comprehensive 6-month training program with mentorship, wide support network, and opportunity for merit-based salary increases.

About the employer

Edward Jones is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.