Branch Office Admin: Client Services & Growth

Edward Jones; Maynard (MA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays

Job summary

Edward Jones is seeking a Branch Office Administrator in Maynard, MA. You will support financial advisors by handling client inquiries, account logistics, and branch operations while contributing to a positive client experience.

The role emphasizes client service, administrative tasks, and collaboration within a large network of offices. Training and regional support are provided to help you succeed in a dynamic, inclusive environment.

Qualifications

• Provide exceptional client service via multiple channels (phone, email, in-person).
• Learn and understand financial services basics for client accounts and requests.
• Support branch operations, marketing initiatives, and SOP updates.

Responsibilities

• Provide client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account setup, transfers, and documentation per advisor request.
• Support scheduling, materials prep for meetings, and client communications.

Skills

Client service

Account management

Administrative support

Technology literacy

Analytical thinking

Attention to detail

Adaptability

Team collaboration

Conversations skills

Digital tool utilization

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator in Maynard, MA. You will support financial advisors by handling client inquiries, account logistics, and branch operations while contributing to a positive client experience.

The role emphasizes client service, administrative tasks, and collaboration within a large network of offices. Training and regional support are provided to help you succeed in a dynamic, inclusive environment.