Branch Office Administrator: Client Services & Ops

Edward Jones; Bristol (RI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Health Savings Account and Flexible Sp

Well-being programs

Retirement Plan

Voluntary Benefits

Job summary

Edward Jones is hiring a Branch Office Administrator in the United States. You will support financial advisors in delivering outstanding service, manage client communications, and help with account openings, transfers, and administrative tasks.

You’ll work with MoneyGuide, Salesforce, and Microsoft Office while growing within a supportive team. The role emphasizes proactive client engagement, participation in annual business planning, and contributing to a positive branch culture.

Qualifications

• Analytical thinking to assess client needs and data
• Strong attention to detail for accurate records and paperwork
• Adaptability to support advisors and changing client situations
• Clear, thoughtful communication with clients and colleagues
• Proficiency with firm-provided software and digital tools
• Collaborative approach within a branch and regional teams

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions
• Assist in account opening, transfers, and documentation under advisor direction
• Support administrative tasks, scheduling, materials prep for client meetings, and SOP updates
• Leverage technology to improve processes and support the branch business 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 hiring a Branch Office Administrator in the United States. You will support financial advisors in delivering outstanding service, manage client communications, and help with account openings, transfers, and administrative tasks.

You’ll work with MoneyGuide, Salesforce, and Microsoft Office while growing within a supportive team. The role emphasizes proactive client engagement, participation in annual business planning, and contributing to a positive branch culture.