Branch Office Administrator – Client Service & Operations

Edward Jones; Prince Frederick (MD); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Training program

Comprehensive benefits

Career development

Job summary

Edward Jones is seeking a Branch Office Administrator to join our team and support financial advisors in delivering exemplary client service. You will help manage client accounts, communications, and administrative tasks while contributing to business planning and client events.

The role offers comprehensive training, a broad support network, and opportunities to develop professionally within a Fortune 500‑level firm committed to inclusive, community‑oriented service.

Qualifications

• Strong interpersonal skills to deliver personalized client service.
• Ability to learn financial services concepts and processes.
• Comfort with handling client inquiries and administrative tasks.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and other requests under the guidance of a financial advisor.
• Support scheduling, meetings, and marketing initiatives; help maintain client records.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to join our team and support financial advisors in delivering exemplary client service. You will help manage client accounts, communications, and administrative tasks while contributing to business planning and client events.

The role offers comprehensive training, a broad support network, and opportunities to develop professionally within a Fortune 500‑level firm committed to inclusive, community‑oriented service.