Overview
Join to apply for the Branch Office Administrator role at Edward Jones
At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when you walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Position details
Position Schedule : Full-Time
Branch Address : 1508 Route 9w Ste 3, Marlboro, NY
This job posting is anticipated to remain open for 30 days, from 28-Aug-2025. The posting may close early due to the volume of applicants.
Role Summary
As a Branch Office Administrator, youll be a vital part of our team, providing seamless support to our clients. Youll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
Support & Training
- Comprehensive 6-month training including an experienced peer to help mentor you
- A wide support network that extends from your branch office to your region to the home office
- You'll often work independently but will have a team of thousands backing you every step of the way
Responsibilities
Delivering exceptional personalized service to ensure clients feel understood and informedTaking an active role in the annual business planning process to assist in developing strategies for the upcoming yearActively listen for situations in the clients' lives that may indicate a need for additional servicesDriving marketing activities such as planning and executing eventsCulture & Benefits
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributionsAn inclusive environment where everyone's different viewpoints are valued and help to achieve resultsWe recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-beingFull-time Associates receive the following benefits :Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts : health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.Compensation
Base pay range : $26.00 / hr - $27.00 / hrHiring Minimum : $26.10Hiring Maximum : $27.74The hiring range shown is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.Skills & Requirements
Analytical ThinkingAttention to DetailAdaptabilityConversational SkillsDigital Tool UtilizationTeam CollaborationRole Requirements
Client Service : Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.Account Management : Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.Administrative & Operational Support : Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.Technology : Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.About Edward Jones
Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we are privately owned and place the focus on our clients rather than shareholder returns. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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