Branch Office Administrator: Elevate Client Experience

Edward Jones; Town of Florida (NY); On-site; USD 44,000 - 60,000; Full time

Benefits offered by this job

6-month training

Extensive support network

Strong team backing

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients in a dynamic U.S. branch. You will help manage client accounts, communications, and daily operations, contributing to a positive client experience.

The role includes structured training, broad branch and regional support, and a culture that values belonging and development. You’ll work in a team-driven environment with opportunities for career growth.

Qualifications

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry, including account opening and transfers.
• Assist in administrative tasks, scheduling, materials for client meetings, and SOP updates.

Responsibilities

• Client Service: deliver outstanding service and build relationships with clients and referrals.
• Account Management: handle requests under the direction of a financial advisor.
• Administrative & Operational Support: independent tasks, scheduling, and marketing support.
• Technology: proficient use of MoneyGuide, Salesforce, and MS Office.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients in a dynamic U.S. branch. You will help manage client accounts, communications, and daily operations, contributing to a positive client experience.

The role includes structured training, broad branch and regional support, and a culture that values belonging and development. You’ll work in a team-driven environment with opportunities for career growth.