Client-Focused Financial Services Admin (Branch)

Edward Jones; Essex Junction (VT); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

Disability insurance

Life insurance

401k retirement plan

Health savings account

Flexible spending account

10 paid holidays

15 days vacation

bonuses and profit sharing

Employee assistance program

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client service and administrative support. You will assist with client accounts, communications, and scheduling while collaborating with financial advisors to help clients reach their long-term goals.

You will receive comprehensive training, a broad support network from branch to home office, and opportunities to grow professionally in a dynamic, inclusive environment.

Qualifications

• Analytical thinking for client interactions and problem solving.
• Attention to detail in client records and documentation.
• Adaptability to varying client needs and processes.
• Strong communication skills for client conversations and cross‑team collaboration.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and other requests under guidance of the financial advisor.
• Perform administrative tasks and support marketing initiatives; help implement branch business plans.
• Learn and apply industry knowledge using firm tools such as 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 provide seamless client service and administrative support. You will assist with client accounts, communications, and scheduling while collaborating with financial advisors to help clients reach their long-term goals.

You will receive comprehensive training, a broad support network from branch to home office, and opportunities to grow professionally in a dynamic, inclusive environment.