Branch Office Administrator: Client Services & Operations

Edward Jones; Furlong (PA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental benefits

Vision benefits

401(k) retirement plan

Paid holidays & vacation

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients. You will handle client accounts, communications, and a mix of administrative tasks to help growth in a busy branch.

You’ll receive structured training and belong to a large network with extensive branch, regional, and home office support, while often working independently with thousands backing you up.

Qualifications

• Analytical thinking and attention to detail are essential for client interactions and data handling.
• Adaptability and teamwork help in a dynamic financial advisory environment.
• Strong conversational skills and comfort with digital tools enable excellent client service.
• Experience with MoneyGuide, Salesforce and MS Office supports daily workflows.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and requests under the guidance of the financial advisor.
• Perform administrative and operational support, schedule meetings, prepare meeting materials, and help implement the branch business plan.
• Learn and use MoneyGuide, Salesforce, and Microsoft Office to support client work.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients. You will handle client accounts, communications, and a mix of administrative tasks to help growth in a busy branch.

You’ll receive structured training and belong to a large network with extensive branch, regional, and home office support, while often working independently with thousands backing you up.