Branch Office Administrator — Client Services & Growth

Edward Jones; Stowe (VT); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental and vision coverage

401(k) retirement plan

Paid time off 15 days/year

Volunteer time off

Job summary

Edward Jones in Vermont is seeking a Branch Office Administrator to provide seamless client support, account handling, and coordination with financial advisors. You will work with clients via calls, emails, and in-person interactions to ensure a positive experience.

This role includes training, a broad support network, and opportunities to contribute to business planning and events, with focus on service quality, attention to detail, and teamwork.

Qualifications

• Analytical thinking and problem-solving ability to support client needs.
• Strong attention to detail and accuracy in client records and processes.
• Ability to adapt to a changing environment and collaborate with teams.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Handle account opening, transfers, and client requests under the direction of the financial advisor.
• Perform administrative tasks, schedule meetings, prepare materials, and support branch marketing initiatives.
• Utilize firm-provided software and tools to streamline processes and SOPs.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Vermont is seeking a Branch Office Administrator to provide seamless client support, account handling, and coordination with financial advisors. You will work with clients via calls, emails, and in-person interactions to ensure a positive experience.

This role includes training, a broad support network, and opportunities to contribute to business planning and events, with focus on service quality, attention to detail, and teamwork.