Branch Office Administrator

Edward Jones; Lusby (MD); On-site; Full time

Job summary

A leading financial services firm is seeking a Branch Office Administrator in Lusby, MD. This full-time role involves building client relationships, supporting financial advisors, and ensuring a positive client experience. The ideal candidate will thrive in a collaborative environment and possess strong customer service skills. Comprehensive training and a supportive culture are provided, along with competitive pay and benefits.

Benefits

Comprehensive 6-month training

Mentorship from experienced peers

Health benefits

Retirement benefits

Paid holidays

Vacation

Bonuses

Qualifications

• Demonstrate customer service and relationship management skills.
• Show technological proficiency with tools like Microsoft Office and Salesforce.

Responsibilities

• Deliver exceptional personalized service to clients.
• Assist with marketing activities and event planning.

Skills

Customer service

Relationship management

Communication

Teamwork

Analytical thinking

Attention to detail

Adaptability

Digital literacy

Tools

Microsoft Office

Salesforce

MoneyGuide

Job description

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

This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$26.00/hr - $31.00/hr

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.

At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. Your responsibilities include building strong client relationships, helping clients identify and address their financial needs, and supporting the financial advisors in achieving client goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 11741 H G Trueman Road, Lusby, MD

This job posting is anticipated to remain open for 30 days, from 14-May-2025. The posting may close early due to the volume of applicants.

Role Summary

As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a great opportunity to grow your career in a dynamic environment.

Support and Benefits

• Comprehensive 6-month training including mentorship from experienced peers
• A wide support network from your branch to the regional and home office
• Independence with team backing every step of the way

Key Responsibilities

• Deliver exceptional personalized service to clients
• Participate in annual business planning and strategy development
• Listen for client needs that may require additional services
• Assist with marketing activities and event planning

Culture and Compensation

• A culture of continuous improvement and professional development
• An inclusive environment valuing diverse viewpoints
• Recognition programs and benefits including health, retirement, paid holidays, vacation, and bonuses

Pay Range

Hiring Minimum: $26.10

Hiring Maximum: $31.00

Skills and Requirements

• Customer service and relationship management skills
• Account management and administrative skills
• Technological proficiency with tools like Microsoft Office, Salesforce, MoneyGuide
• Strong communication and teamwork abilities

Applicants should demonstrate analytical thinking, attention to detail, adaptability, and digital literacy.