Client-Centric Branch Office Administrator

Edward Jones; Elkridge (MD); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

401(k) retirement plan

Medical, dental, and vision insurance

Paid holidays and vacation

Job summary

Edward Jones currently seeks a Branch Office Administrator to provide seamless client support, manage accounts, and assist in annual business planning. You’ll work with financial advisors to deliver exceptional service and help drive branch success.

You’ll receive comprehensive training, access a broad support network from branch to home office, and operate within a large, collaborative team. A stable, full-time role with competitive benefits awaits.

Qualifications

• Analytical mindset to evaluate client needs and data
• Strong attention to detail for account processing and documentation
• Adaptability to support advisors across multiple tasks
• Excellent communication with clients and colleagues
• Comfort with learning new software tools used by the firm
• Collaborative approach to team-driven client service

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email and in-person interactions.
• Assist in account opening, transfers, and other requests under the guidance of a financial advisor.
• Perform administrative and operational tasks, scheduling, materials prep, and marketing support.
• Utilize technology tools (MoneyGuide, Salesforce, Microsoft Office) to support daily branch operations.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones currently seeks a Branch Office Administrator to provide seamless client support, manage accounts, and assist in annual business planning. You’ll work with financial advisors to deliver exceptional service and help drive branch success.

You’ll receive comprehensive training, access a broad support network from branch to home office, and operate within a large, collaborative team. A stable, full-time role with competitive benefits awaits.