Branch Office Administrator — Client Service & Growth

Edward D. Jones & Co. L.P.; Pasadena (MD); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

6-month training

Mentor support

Regional support network

Team backing

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients in a fast-paced branch environment. You will deliver exceptional client service, manage accounts, and help execute the branch business plan with an emphasis on accuracy and relationship-building.

You’ll receive comprehensive 6-month training, mentorship from experienced colleagues, and a broad support network that spans from the branch to the home office.

Qualifications

• Client service mindset with strong communication skills.
• Ability to learn financial services processes and terminology.
• Attention to accuracy in handling client records and documentation.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account openings, transfers, and documentation as directed by the advisor.
• Provide administrative support including scheduling, meeting materials, and SOP updates to help the branch run smoothly.

Skills

Analytical Thinking

Attention to Detail

Conversational Skills

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients in a fast-paced branch environment. You will deliver exceptional client service, manage accounts, and help execute the branch business plan with an emphasis on accuracy and relationship-building.

You’ll receive comprehensive 6-month training, mentorship from experienced colleagues, and a broad support network that spans from the branch to the home office.