Branch Office Administrator: Client Services & Ops Support

Edward Jones; Lancaster (Lancaster County); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental benefits

Vision benefits

401k retirement plan

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide essential client service, account handling, and administrative support for a team of financial advisors. You will help manage client interactions, data quality, and coordination of branch activities.

This full-time role emphasizes personal service, collaboration, and the use of tools like MoneyGuide, Salesforce, and MS Office to deliver a positive client experience and support ongoing business planning.

Qualifications

• Analytical thinking to assess client needs and plan solutions.
• Attention to detail for accurate client records and docs.
• Adaptability to respond to client situations and changing priorities.
• Strong oral and written communication for client interactions.
• Comfort with digital tools used in client service and marketing.
• Team collaboration with advisors and support staff to serve clients.

Responsibilities

• Provide exceptional service to clients via calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation per advisor directions.
• Perform administrative tasks and organize materials for client meetings; support branch plans.
• Learn and use firm tools like MoneyGuide and Salesforce to support client needs.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to provide essential client service, account handling, and administrative support for a team of financial advisors. You will help manage client interactions, data quality, and coordination of branch activities.

This full-time role emphasizes personal service, collaboration, and the use of tools like MoneyGuide, Salesforce, and MS Office to deliver a positive client experience and support ongoing business planning.