Branch Office Administrator

Edward Jones; Acton (MA); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a Branch Office Administrator in Acton, MA. This full-time role involves providing administrative support to a client-focused team, ensuring exceptional service and assisting financial advisors. Candidates should be adept in client service, account management, and technology tools. The position offers comprehensive training and a robust benefits package.

Benefits

Health Insurance

Retirement Plan

Paid Holidays

Qualifications

• Provide excellent client service and handle account transactions.
• Support marketing initiatives and work independently under guidance.

Responsibilities

• Deliver exceptional client service and manage accounts.
• Support branch operations and utilize technology tools.

Skills

Client Service

Account Management

Administrative Support

Technology Literacy

Problem Solving

Relationship Building

Adaptability

Tools

Microsoft Office

Salesforce

MoneyGuide

Job description

Join to apply for the Branch Office Administrator role at Edward Jones.

This job offers a full-time schedule at the branch located at 77 Great Road, Acton, MA, with a pay range of $28.00/hr - $30.00/hr. The role involves providing administrative support within a client-focused team, helping clients achieve their financial goals, and supporting financial advisors.

The position includes comprehensive training, a supportive work environment, and a benefits package that covers health, retirement, paid holidays, and more. Key responsibilities include delivering exceptional client service, managing accounts, supporting branch operations, and utilizing technology tools like Microsoft Office, Salesforce, and MoneyGuide.

Ideal candidates possess skills in client service, account management, administrative support, and technology literacy, with a focus on relationship building, problem solving, and adaptability.

Qualifications include providing excellent client service, handling account transactions, supporting marketing initiatives, and working independently under the guidance of financial advisors.