Branch Office Admin: Client Service & Operations

Edward Jones; Salisbury (MD); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Health Savings Account and Flexible Sp

Job summary

Edward Jones is hiring a Branch Office Administrator in Salisbury, MD to support financial advisors and serve clients with timely, accurate service. You’ll handle client accounts, communications, and administrative tasks while contributing to branch planning and local marketing initiatives.

You’ll receive comprehensive training and join a large network of colleagues who back you, with opportunities for growth, a benefits package including health coverage and retirement plans, and a culture that

Qualifications

• Provide exceptional client service via calls, email, and in person interactions
• Manage client accounts and documentation with accuracy
• Support branch business plans and marketing initiatives
• Proficient use of firm-provided software and technology

Responsibilities

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn and understand the financial services industry including account opening and transfers.
• Administrative & Operational Support: Independently perform administrative tasks, schedule appointments, prepare materials for meetings, and support marketing initiatives.
• Technology: Proficiency with MoneyGuide, Salesforce, Microsoft Office and other firm-provided software.

Skills

Client Service

Account Management

Administrative Tasks

Technology Proficiency

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator in Salisbury, MD to support financial advisors and serve clients with timely, accurate service. You’ll handle client accounts, communications, and administrative tasks while contributing to branch planning and local marketing initiatives.

You’ll receive comprehensive training and join a large network of colleagues who back you, with opportunities for growth, a benefits package including health coverage and retirement plans, and a culture that