Branch Office Administrator: Client Services & Operations

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

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation time (15 days)

Volunteer time

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and clients. You will handle client accounts, coordinate communications, and help maintain accurate records while delivering personalized service.

This full-time role emphasizes teamwork, training, and adaptability, with comprehensive benefits and a path for career growth across Edward Jones' client-focused network.

Qualifications

• Analytical thinking and strong attention to detail.
• Adaptability to changing client needs and processes.
• Excellent communication with clients and team members.
• Comfort with digital tools and financial software.
• Ability to collaborate effectively with Advisors and staff.

Responsibilities

• Client Service: Respond to inquiries via calls, email, and in-person interactions and build client relationships.
• Account Management: Learn financial services, handle account transfers and routine requests.
• Administrative & Operational Support: Schedule appointments, prepare materials for meetings, and maintain client records.
• Technology: Use MoneyGuide, Salesforce, and Microsoft Office; adapt to firm software and training.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

MS Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and clients. You will handle client accounts, coordinate communications, and help maintain accurate records while delivering personalized service.

This full-time role emphasizes teamwork, training, and adaptability, with comprehensive benefits and a path for career growth across Edward Jones' client-focused network.