Branch Office Administrator

1 week ago Be among the first 25 applicants

This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$28.00/hr - $30.00/hr

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. 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 they 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

Schedule:

Full-Time

Branch Address: 245 Main St Suite 301, Chester, NJ

Posting may close early due to volume of applicants.

As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll 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.

• Comprehensive 6-month training including an experienced peer to help mentor you
• You’ll often work independently but will have a team of thousands backing you every step of the way

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listening for situations in the clients' lives that may indicate a need for additional services
• Driving marketing activities such as planning and executing events

• 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 Money Guide, Salesforce, Microsoft Office products and other firm‑provided software.

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

• A culture of continuous improvement and professional development reflecting respect individuals and their unique contributions
• An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
• We recognize individual efforts through a rewards program that promotes a long‑term career, your financial security and your family's well‑being
• Full‑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…