Client-Centric Branch Office Administrator

Edward Jones; Thomaston (ME); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

Voluntary benefits

Disability insurance

Life insurance

401(k) plan

HSA & FSA

Paid holidays & vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to deliver seamless client service and robust operational support. You will assist in client accounts, handling communications and coordinating with financial advisors to help clients meet their long-term financial goals.

In this role, you’ll perform account opening tasks, transfers, and documentation while maintaining precise client records. You will learn MoneyGuide, Salesforce, and Microsoft Office to support daily branch activities and

Qualifications

• Strong analytical thinking and attention to detail are essential.
• Excellent communication skills for inbound/outbound calls and in-person interactions.
• Ability to learn and adapt to financial services processes and tools.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions; build strong client relationships.
• Assist with account openings, transfers, and routine requests per advisor directions.
• Handle scheduling, meetings preparation, and maintain accurate client records.
• Support marketing initiatives and streamline branch operations under guidance of the advisor.

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 deliver seamless client service and robust operational support. You will assist in client accounts, handling communications and coordinating with financial advisors to help clients meet their long-term financial goals.

In this role, you’ll perform account opening tasks, transfers, and documentation while maintaining precise client records. You will learn MoneyGuide, Salesforce, and Microsoft Office to support daily branch activities and