Branch Office Administrator: Client Services & Operations

Edward Jones; Dunkirk (MD); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental coverage

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to join our client-service team. In this role you will support a financial advisor or a team of advisors, handle client accounts, coordinate communications, and help ensure a positive client experience.

We offer comprehensive training, a broad support network, and opportunities for growth within a culture that values inclusion and belonging. This full-time position includes benefits and a clear path to develop in a dynamic financial services

Qualifications

• Analytical thinking and strong attention to detail are essential.
• Adaptability and strong communication skills are required.
• Ability to engage with clients and colleagues with clear, professional communication.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Support accounts management, including opening, transfers, and documentation.
• Assist in scheduling, materials preparation, and marketing initiatives; maintain SOPs and help execute the branch plan.

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 our client-service team. In this role you will support a financial advisor or a team of advisors, handle client accounts, coordinate communications, and help ensure a positive client experience.

We offer comprehensive training, a broad support network, and opportunities for growth within a culture that values inclusion and belonging. This full-time position includes benefits and a clear path to develop in a dynamic financial services