Branch Office Admin: Client Services & Operations

Edward Jones; Bristol (RI); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

6-month training

Mentor support

Extensive branch network support

Merit-based pay opportunities

Job summary

Edward Jones is seeking a Branch Office Administrator to join our team and provide seamless support to clients. You will assist with client communications, account-related tasks, and daily branch operations, enabling financial advisors to focus on client goals.

You’ll participate in training, work within a large support network, and have opportunities for merit-based salary increases and bonus programs. This role emphasizes service excellence and operational efficiency.

Qualifications

• Ability to deliver exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Aptitude to learn financial services processes including account openings, transfers, and documentation.
• Strong administrative and operational support skills to manage scheduling, materials, and communications.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and routine requests under the guidance of a financial advisor.
• Schedule appointments, prepare materials for meetings, and support marketing initiatives.
• Leverage technology tools and SOPs to streamline branch operations and client servicing.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to join our team and provide seamless support to clients. You will assist with client communications, account-related tasks, and daily branch operations, enabling financial advisors to focus on client goals.

You’ll participate in training, work within a large support network, and have opportunities for merit-based salary increases and bonus programs. This role emphasizes service excellence and operational efficiency.