Client-Focused Office Administrator (Finance)

Edward Jones; Maynard (MA); On-site; USD 45,000 - 65,000; Full time

Job summary

Edward Jones is seeking a Branch Office Administrator to join our team and deliver exceptional client service while supporting financial advisors in daily operations.

You'll handle client communications, account processing, scheduling, and marketing support, within a collaborative environment that emphasises training, professional growth, and a culture of belonging across a nationwide network.

Qualifications

• Client service focus with clear communication
• Strong organizational skills and attention to detail
• Ability to adapt to changing priorities and schedules
• Proficiency with digital tools and office software

Responsibilities

• Client service via inbound/outbound calls, email, and in‑person interactions; build relationships with clients and colleagues.
• Account management: support account openings, transfers, and documentation as directed by the advisor.
• Administrative and operational support: schedule appointments, prepare materials, manage correspondence, update SOPs, and help execute branch plans.
• Technology: comfortable with computers and willing to learn MoneyGuide, Salesforce, and Microsoft Office suite.

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 and deliver exceptional client service while supporting financial advisors in daily operations.

You'll handle client communications, account processing, scheduling, and marketing support, within a collaborative environment that emphasises training, professional growth, and a culture of belonging across a nationwide network.