Find & Apply For Office Manager Jobs in Edmond, Oklahoma

Edward Jones is seeking a Branch Office Administrator in Edmond, OK to support a local financial advisor and deliver exceptional client service. In this role, you'll manage daily office operations, schedule appointments, prepare and process client documents, and maintain accurate records in a highly regulated environment. You'll be a key client contact, handling inquiries with professionalism and confidentiality. Edward Jones offers comprehensive training, support for professional growth, and the opportunity to build a meaningful career helping clients pursue long-term financial goals in a collaborative, client-first culture. Responsibilities Support the branch financial advisor with daily office operations and client service Greet clients, answer phones, and respond to inquiries in a professional, client-first manner Prepare, process, and track client paperwork, forms, and account documentation accurately Schedule and confirm client appointments, meetings, and follow-ups Maintain client records, databases, and files in accordance with compliance standards Assist with preparation of reports, presentations, and materials for client meetings Coordinate communications, mailings, and digital correspondence with clients Ensure compliance with firm policies, industry regulations, and confidentiality requirements Help organize local marketing, client appreciation, and community events Collaborate with branch and home-office teams to resolve issues and improve client experience Required Skills Client service Office administration Data entry Scheduling and calendar management Document preparation and processing Financial services terminology Regulatory and compliance awareness CRM and database management Microsoft Office (Word, Excel, Outlook) Written and verbal communication