Branch Office Administrator: Client Success & Operations

Edward Jones; Keene (NH); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive training

Extensive support network

Large team backing you

Job summary

Edward Jones is hiring a Branch Office Administrator in a dynamic team. You will provide seamless client service, handle accounts, and support the advisor with administrative tasks.

You’ll contribute to business planning, client communication, and marketing activities while developing proficiency in core tools like MoneyGuide, Salesforce, and Microsoft Office. You will join a collaborative, client-focused environment, receive comprehensive training, and benefit from a large support network

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Aptitude to learn the financial services industry, including account openings, transfers, and advisor-directed requests.
• Ability to work independently while supporting a financial advisor, with attention to process and documentation.
• Willingness to learn firm-provided software such as MoneyGuide, Salesforce, and Microsoft Office.

Responsibilities

• Provide client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account openings, transfers, and client requests under the direction of the advisor.
• Provide administrative and operational support, schedule appointments, prepare materials for client meetings, and support marketing initiatives.
• Learn and utilize technology tools used by the firm to support daily activities.

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 a dynamic team. You will provide seamless client service, handle accounts, and support the advisor with administrative tasks.

You’ll contribute to business planning, client communication, and marketing activities while developing proficiency in core tools like MoneyGuide, Salesforce, and Microsoft Office. You will join a collaborative, client-focused environment, receive comprehensive training, and benefit from a large support network