Branch Office Administrator: Client Service & Growth

Edward Jones; St. Johnsbury (VT); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical & Prescription

Dental & Vision

401k Retirement Plan

Paid Holidays

Vacation 15 days

Job summary

Edward Jones in Vermont is seeking a Branch Office Administrator to support financial advisors and clients with onboarding, account management, and daily operations. You will handle client inquiries, maintain records, and assist with events and planning in a fast-paced, client-centered environment.

The role emphasizes accuracy, communication, and the ability to adapt to evolving processes, with training and broad branch support to develop your career in a respected financial services firm.

Qualifications

• Client service aptitude and ability to manage client inquiries.
• Strong account opening and transfer processing abilities.
• Administrative and operational support skills in a financial-advisory setting.
• Willingness to learn new technology and programs.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation for clients with direction from the advisor.
• Perform scheduling, materials preparation for client meetings, and support marketing initiatives.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Vermont is seeking a Branch Office Administrator to support financial advisors and clients with onboarding, account management, and daily operations. You will handle client inquiries, maintain records, and assist with events and planning in a fast-paced, client-centered environment.

The role emphasizes accuracy, communication, and the ability to adapt to evolving processes, with training and broad branch support to develop your career in a respected financial services firm.