Client-Driven Branch Office Administrator

Edward Jones; Thomaston (CT); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

10 paid holidays per year

15 days vacation for new associates

Volunteer time

Job summary

Edward Jones is seeking a Branch Office Administrator to join our team in a role focused on delivering exceptional client service and supporting financial advisors. You will manage client communications, accounts, and administrative tasks while collaborating with a nationwide network of colleagues.

You’ll engage in planning and events, maintain strong relationships, and develop your career in a supportive, inclusive environment with comprehensive benefits and ongoing training.

Qualifications

• Analytical thinking to assess client needs and processes.
• Attention to detail in handling client accounts and documentation.
• Adaptability to support a growing client base and changing processes.
• Strong client communication skills both on calls and in person.
• Proficiency with office software and financial tools used by advisors.
• Team collaboration to coordinate with advisors and support staff.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account openings, transfers, and requests under the direction of the financial advisor.
• Perform administrative and operational support, scheduling, materials prep, and marketing support.
• Learn MoneyGuide, Salesforce, Microsoft Office and other firm software to streamline workflows.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator to join our team in a role focused on delivering exceptional client service and supporting financial advisors. You will manage client communications, accounts, and administrative tasks while collaborating with a nationwide network of colleagues.

You’ll engage in planning and events, maintain strong relationships, and develop your career in a supportive, inclusive environment with comprehensive benefits and ongoing training.