Branch Office Admin: Client Services & Operations

Edward Jones; Brunswick (ME); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical & Prescription

Dental & Vision

401k

Paid holidays

Vacation & Sick Leave

Volunteer day

Job summary

Edward Jones seeks a Branch Office Administrator to provide essential client service and support to a team of financial advisors. You will handle client communications, account processing, and daily operations, contributing to a positive client experience.

Training with a supportive network, mentorship, and opportunities across the branch and region will help you grow. The role emphasizes collaboration, accuracy, and proactive service in a client-focused environment.

Qualifications

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Respond to inquiries, resolve issues, and ensure an exceptional client experience.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Assist in processing account openings, transfers, and documentation under the direction of the financial advisor.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones seeks a Branch Office Administrator to provide essential client service and support to a team of financial advisors. You will handle client communications, account processing, and daily operations, contributing to a positive client experience.

Training with a supportive network, mentorship, and opportunities across the branch and region will help you grow. The role emphasizes collaboration, accuracy, and proactive service in a client-focused environment.