Branch Office Administrator: Client Service & Ops in Finance

Edward Jones; Hollis (NH); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) retirement plan

Paid holidays and vacation

Employee assistance program

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with essential administrative services. You will assist with account openings, transfers, and record-keeping while delivering exceptional service via phone, email, and in-person interactions.

Join a collaborative team with comprehensive 6-month training and a wide support network from branch to home office, offering growth opportunities and a structured career path.

Qualifications

• Experience in office administration or similar role preferred.
• Strong communication, organization, and time-management skills.

Responsibilities

• Delivering personalized client service via calls, email, and in‑person interactions.
• Open accounts and process transfers and transactions with accuracy.
• Maintain client records and documentation.
• Support marketing initiatives and events at the branch.
• Assist advisors with administrative tasks and scheduling.
• Learn and use MoneyGuide, Salesforce and firm-provided software.

Skills

Administrative support

Client service

Microsoft Office

Team collaboration

Learning mindset

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with essential administrative services. You will assist with account openings, transfers, and record-keeping while delivering exceptional service via phone, email, and in-person interactions.

Join a collaborative team with comprehensive 6-month training and a wide support network from branch to home office, offering growth opportunities and a structured career path.