Branch Office Administrator - Client Services & Admin

Edward Jones; Easton (Northampton County); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Medical & Prescription Drug

Dental

Vision

Short/Long-term Disability

Life Insurance

401k

Paid Holidays

Vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to join our client-focused team. You will support financial advisors, handle inquiries, and help clients achieve their long-term goals. A comprehensive 6-month training program and a broad regional support network will help you succeed.

Join a collaborative, inclusive environment where associates are valued. You will use MoneyGuide, Salesforce, and Microsoft Office to streamline operations and client interactions, with full-time benefits and

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Help with account opening, transfers, and documentation under advisor direction.
• Perform administrative tasks and support marketing initiatives; update SOPs as needed.

Responsibilities

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn financial services processes including account opening and transfers.
• Administrative & Operational Support: Schedule appointments, prepare meeting materials, manage correspondence.
• Technology: Use MoneyGuide, Salesforce, and Microsoft Office; adapt to new tools.

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 client-focused team. You will support financial advisors, handle inquiries, and help clients achieve their long-term goals. A comprehensive 6-month training program and a broad regional support network will help you succeed.

Join a collaborative, inclusive environment where associates are valued. You will use MoneyGuide, Salesforce, and Microsoft Office to streamline operations and client interactions, with full-time benefits and