Branch Office Administrator: Client Services & Growth

Edward Jones; New Kensington (Westmoreland County); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Culture of continuous improvement

Inclusive environment

Rewards program

Comprehensive benefits

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide essential client support and back-office coordination for a team of financial advisors. You will handle client inquiries, process account-related requests, schedule meetings, and assist with marketing and daily branch operations, supported by a comprehensive training program and a large, collaborative network.

Edward Jones offers a structured benefits package, opportunities for career growth, and a culture that

Qualifications

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn the financial services industry, including account opening, transfers, and other requests at the direction of the financial advisor.
• Administrative & Operational Support: Work independently at the direction of the financial advisor; schedule appointments, prepare materials for meetings, manage correspondence, and support marketing initiatives.
• Technology: Proficiency with MoneyGuide, Salesforce, and Microsoft Office; willingness to learn firm-provided software.

Responsibilities

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and maintain strong client relationships.
• Account Management: Learn and perform account opening, transfers, and other requests under the guidance of the advisor.
• Administrative & Operational Support: Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives.
• Technology: Use MoneyGuide, Salesforce, Microsoft Office and other firm software, with a readiness to learn 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 in the United States is seeking a Branch Office Administrator to provide essential client support and back-office coordination for a team of financial advisors. You will handle client inquiries, process account-related requests, schedule meetings, and assist with marketing and daily branch operations, supported by a comprehensive training program and a large, collaborative network.

Edward Jones offers a structured benefits package, opportunities for career growth, and a culture that