Dynamic Branch Office Administrator — Client & Operations

Edward Jones; Wyckoff (NJ); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical & prescription

Dental & Vision

401k plan

Paid holidays

Vacation days

Bonus opportunities

Employee Assistance Program

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors, manage client accounts, and help drive the branch’s daily operations. This role emphasizes client service, document handling, and collaboration with a broad team across the branch.

You will participate in marketing activities, assist with planning, and maintain organized records while developing your career within a supportive, inclusive culture.

Qualifications

• Analytical thinking and accuracy in client interactions.
• Comfort with handling multiple client requests and data.
• Ability to adapt to changing client needs and processes.
• Strong communication skills for client conversations.

Responsibilities

• Provide exceptional client service via calls, email, and in person.
• Assist in developing and executing the branch business plan.
• Maintain accurate client records and documentation.
• Support marketing events and outreach activities.

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 support financial advisors, manage client accounts, and help drive the branch’s daily operations. This role emphasizes client service, document handling, and collaboration with a broad team across the branch.

You will participate in marketing activities, assist with planning, and maintain organized records while developing your career within a supportive, inclusive culture.