Branch Office Administrator: Client-Centric Support & Growth

Edward Jones; Bristol (RI); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription coverage

HSA & FSA accounts

Voluntary benefits (accident, hospital

critical illness)

Job summary

Edward Jones in the United States seeks a Branch Office Administrator to deliver seamless client service, support financial advisors, and help manage client accounts with accuracy.

You’ll participate in business planning, coordinate communications, and handle scheduling while learning MoneyGuide, Salesforce, and Microsoft Office. This role offers training and a pathway to growth within a supportive, inclusive environment.

Qualifications

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Learn the financial services industry basics including account openings and transfers.
• Perform administrative tasks and support marketing initiatives.
• Support branch business planning and updating SOPs.

Responsibilities

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Manage client accounts and transfers as directed by the financial advisor.
• Schedule appointments and prepare materials for client meetings.
• Support marketing initiatives and SOP updates.

Skills

Client service

Account management

Administrative support

Communication

Digital tools

Team collaboration

Tools

Salesforce

MoneyGuide

Microsoft Office

Job description

Edward Jones in the United States seeks a Branch Office Administrator to deliver seamless client service, support financial advisors, and help manage client accounts with accuracy.

You’ll participate in business planning, coordinate communications, and handle scheduling while learning MoneyGuide, Salesforce, and Microsoft Office. This role offers training and a pathway to growth within a supportive, inclusive environment.