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Branch Office Administrator

Edward Jones Edmond Full-Time
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Edward Jones is a privately owned Fortune 500 Company known for building quality, one-to-one relationships with our clients through more than 14,000 Financial Advisors (FA) across the United States and Canada. Our goal is to build our branch office network to 20,000 FAs and we are searching for talented individuals to help us achieve that vision! That’s why we are looking for Branch Office Administrators to help round out our teams in several locations across Edmond, OK. This multi-faceted role is part client service, part client development, and part office management and administration.


We Offer:

·         An industry-competitive hourly rate plus bonus eligibility

·         Medical, Dental and Vision Insurance

·         401(k) Plus Match

·         Paid Holidays and Time Off

·         Tuition Reimbursement and more!


Edward Jones FAs are known for building quality, one-to-one relationships with their clients - and they're able to maintain those relationships with the help of the Branch Office Administrator. When clients have questions, the FA will often depend on the Branch Office Administrator to provide a timely response.

Other responsibilities will include:

·         Assisting with planning seminars

·         Creating business plans

·         Scheduling systematic contact activities

·         Overseeing appointment setting and schedules

·         Making follow-up phone calls to set or confirm appointments

·         Proactively preparing a variety of reports for scheduled appointments

·         Recognizing opportunities during day-to-day client interactions

·         Updating prospect and client data records

·         Executing direct mail programs

·         Processing deposits and transactions

·         Successful candidates have held previous roles as Administrative Assistant/Office Support, Legal Secretaries, CPA and Nonprofit Support or have come from Finance/Retail Banking/Credit Unions (such as Lead or Vault Teller), Insurance or Financial Services institutions as well as Medical Offices

·         Well-organized multi-tasker who enjoys working with both technology and people

·         Exceptional client and customer service abilities

·         Critical thinking capabilities

·         Strong initiative, with the ability to stay focused and proactive while working independently

·         Effective written and verbal communication skills

·         A focus on detail and accuracy

·         The aptitude to learn and understand the financial services industry

Skills required

Series 7 General Securities Representative License (Stockbroker)
Financial Services
Transaction Processing (Business)
Financial Industry Regulatory Authorities
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