Branch Office Administrator: Client Services & Operations

Edward Jones; Thomaston (ME); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

Disability benefits

401k retirement plan

HSA/FSAs

Paid holidays

Vacation

Bonuses potential

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and account processing under the guidance of financial advisors. You will contribute to day-to-day operations, client communications, and marketing activities in a dynamic branch environment.

You will benefit from structured six-month training, a broad support network, and opportunities to grow within the organization as you support clients and Advisors across the branch and region.

Qualifications

• Analytical thinking and problem solving for client interactions.
• Strong attention to detail in handling accounts and records.
• Adaptability to support multiple advisors and tasks.
• Excellent communication with clients and team members.
• Proficient with standard office software and client management tools.
• Collaborative mindset to work with a broad support network.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist with account openings, transfers, and routine requests under guidance of the advisor.
• Schedule appointments and prepare meeting materials; manage correspondence and marketing support.
• Support branch business planning and update SOPs to improve processes.
• Learn and use MoneyGuide, Salesforce, and Microsoft Office programs.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and account processing under the guidance of financial advisors. You will contribute to day-to-day operations, client communications, and marketing activities in a dynamic branch environment.

You will benefit from structured six-month training, a broad support network, and opportunities to grow within the organization as you support clients and Advisors across the branch and region.