Branch Office Administrator | Client Services & Growth

Edward Jones; Hagerstown (MD); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Medical and prescription benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to join a collaborative team that supports financial advisors and clients. You will handle client communications, account-related tasks, and administrative duties to ensure a smooth client experience.

In this role you’ll contribute to business planning, marketing events, and process improvements while using tools like MoneyGuide, Salesforce, and Microsoft Office. Training and regional support are provided to help you succeed.

Qualifications

• Proven ability to analyze client information and maintain accuracy in records.
• Strong communication skills for client inquiries and collaboration with advisors.
• Comfort with learning new software and procedures to support financial services teams.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account openings, transfers, and documentation for advisor-directed requests.
• Schedule appointments and prepare materials for client meetings; support branch marketing initiatives.
• Utilize firm software to streamline administrative tasks and update 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 seeking a Branch Office Administrator to join a collaborative team that supports financial advisors and clients. You will handle client communications, account-related tasks, and administrative duties to ensure a smooth client experience.

In this role you’ll contribute to business planning, marketing events, and process improvements while using tools like MoneyGuide, Salesforce, and Microsoft Office. Training and regional support are provided to help you succeed.