Branch Office Administrator
Monroe, Fairfield County, Connecticut, 06468, USA
Listed on 2026-03-01
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Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
There's power in partnership.
You're the kind of person who loves solving problems and building relationships – and that's exactly what makes you essential to our branch teams. As a Branch Office Administrator at Edward Jones, you'll be the first voice clients hear and the trusted resource they rely on. We'll give you the tools, training, and support to make a meaningful impact every day – on your clients, your team, and your future.
JobOverview
Position
Schedule:
Full‑Time
Branch Address: 188 Main St (Rt. 25) Suite B, Monroe, CT
Posting remains open for 30 days, from 20‑Feb‑2026. The posting may close early if the volume of applicants is high.
As a Branch Office Administrator, you’ll be a vital part of the 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.
Training & Support- Comprehensive 6‑month training, including a peer mentor.
- A wide support network from your branch office to the region and home office.
- Independent work with backing from a large team.
- Deliver exceptional personalized service to ensure clients feel understood and informed.
- Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
- Actively listen for situations in clients’ lives that may indicate a need for additional services.
- Drive marketing activities such as planning and executing events.
- A culture of continuous improvement and professional development that respects individuals and their unique contributions.
- An inclusive environment where everyone’s perspectives are valued to achieve results.
- Recognition through a rewards program that promotes a long‑term career and your financial security and well‑being.
- Full‑time associates receive the following benefits:
- Medical, prescription drug, dental, vision, and voluntary benefits (accident, hospital indemnity, and critical illness).
- Basic life and basic AD&D coverage, plus short‑ and long‑term disability at no cost to associates.
- 401(k) retirement plan and tax‑advantaged accounts: health savings account and flexible spending account.
- Ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, plus sick time, personal days, and a paid day for volunteerism.
- Eligible for bonuses and profit sharing; all associates are eligible for the Employee Assistance Program.
- Human‑centered approach with discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
- Hiring minimum: $28.35 per hour.
- Hiring maximum: $30.69 per hour.
- Analytical thinking.
- Attention to detail.
- Adaptability.
- Conversational skills.
- Digital tool utilization.
- Team collaboration.
- Client service:
Provide exceptional service via inbound and outbound calls, email, and in‑person interactions; respond to inquiries, resolve issues, and ensure an exceptional experience. - Account management:
Learn and understand the financial services industry; handle account openings, transfers, and other requests; process transactions, prepare documentation, and maintain accurate client records. - Administrative & operational support:
Work independently at the direction of the financial advisor; manage scheduling, prepare materials for client meetings, manage correspondence, support marketing initiatives, and streamline processes by updating SOPs and executing the branch business plan. - Technology:
Strong computer literacy and willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.
Edward Jones has received numerous awards recognizing our commitment to clients, colleagues, and communities. For more information, visit the U.S. and Canadian awards pages.
About UsEdward Jones is a Fortune 500¹ financial services firm 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. Our purpose is to partner for positive impact and improve the lives of clients and colleagues while bettering our communities.
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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