Branch Office Administrator — Client Services in Finance

Edward Jones; Lancaster (Lancaster County); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical coverage

401k plan

Paid holidays

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients. You will help with client accounts, communications, and daily operations in a collaborative branch environment.

The role includes comprehensive training, a broad support network, and opportunities to contribute to business planning and events while growing your career within a supportive, established firm.

Qualifications

• Analytical thinking to assess client needs and data.
• Strong attention to detail in handling client records and transactions.
• Adaptability to support advisors and changes in client plans.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and documentation under advisor direction.
• Handle scheduling, materials for meetings, and support marketing initiatives.

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 support financial advisors and clients. You will help with client accounts, communications, and daily operations in a collaborative branch environment.

The role includes comprehensive training, a broad support network, and opportunities to contribute to business planning and events while growing your career within a supportive, established firm.