Branch Office Administrator — Client Services & Operations

Edward Jones; Delmar (NY); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision coverage

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to join a supportive, client‑focused team. You will handle client communications, account processing, and administrative tasks that keep the branch operating smoothly.

The role offers comprehensive training and a path to grow within a nationwide financial services firm. This full‑time position emphasizes delivering personalized service, supporting business planning, and leveraging technology tools to enhance client experiences across the

Qualifications

• Strong analytical thinking with attention to detail for client interactions.
• Ability to adapt in a dynamic financial services environment.
• Excellent verbal and written communication for client and team coordination.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account management, including opening and transfers under advisor direction.
• Support scheduling, materials prep for client meetings, and 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 join a supportive, client‑focused team. You will handle client communications, account processing, and administrative tasks that keep the branch operating smoothly.

The role offers comprehensive training and a path to grow within a nationwide financial services firm. This full‑time position emphasizes delivering personalized service, supporting business planning, and leveraging technology tools to enhance client experiences across the