Branch Office Administrator - Client Services & Growth

Edward Jones; Brattleboro (VT); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients with professional, high-touch service. You will help manage client accounts, handle communications, and perform administrative duties to keep the branch running smoothly.

The role emphasizes client-centric service, collaboration with a large support network, and the use of tools like MoneyGuide, Salesforce, and Microsoft Office to drive efficient operations and positive client experiences.

Qualifications

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Account opening, transfers, and other requests at the direction of the financial advisor.
• Administrative tasks, scheduling, materials preparation, and marketing support.
• Willingness to learn MoneyGuide, Salesforce, and Microsoft Office programs.

Responsibilities

• Deliver exceptional client service and build strong relationships.
• Support client accounts and process requests per advisor direction.
• Assist in branch operations and event planning and follow SOPs.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients with professional, high-touch service. You will help manage client accounts, handle communications, and perform administrative duties to keep the branch running smoothly.

The role emphasizes client-centric service, collaboration with a large support network, and the use of tools like MoneyGuide, Salesforce, and Microsoft Office to drive efficient operations and positive client experiences.