Branch Office Administrator

Branch Office Administrator – Edward Jones

Location:

1831 Swamp Pike Suite 201, Gilbertsville, PA

Position:
Full-Time

$26.00/hr – $27.00/hr

• Provide administrative support to financial advisors and the client support team.
• Deliver exceptional personalized service to ensure clients feel understood and informed through inbound and outbound calls, email, and in‑person interactions.
• Assist with account opening, transfer requests, and other transactions; maintain accurate client records.
• Manage scheduling, document preparation, correspondence, and marketing initiatives.
• Utilize technology such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

• Analytical thinking, attention to detail, and adaptability.
• Strong conversational and client‑relationship skills.
• Proficiency in digital tools and technology adoption.
• Team collaboration and self‑direction.

Edward Jones offers a comprehensive benefits package, including medical, dental, vision, 401(k) retirement plan, paid holidays, and vacation.

Edward Jones is a Fortune 500® firm that prioritizes client service and an inclusive workplace culture.

• Seniority level:
  Associate
• Employment type:
  
  Full‑time
• Job function:
  General Business, Administrative, and Customer Service

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.