Branch Office Administrator

Base Pay Range

$26.00/hr - $27.00/hr

Job Overview

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. This role is full‑time and based at 724 Yorklyn Road Suite 325, Hockessin, DE.

Responsibilities

• 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: Learn and understand the financial services industry. Handle account opening, handle 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: Work independently at the direction of the financial advisor. Handle scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives. Streamline processes with updating SOPs and strategically execute on the branch business plan.
• Technology: Demonstrate strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm‑provided software.

Skills & Requirements

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

Benefits

• 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.
• Independent work with a team of thousands backing you every step of the way.
• Culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions.
• Inclusive environment where everyone's different viewpoints are valued and help to achieve results.
• Rewards program that promotes a long‑term career, your financial security and you and your family's well‑being.
• Full‑time Associates receive a comprehensive compensation and benefits package including medical, 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 (at no cost to associates). 401(k) retirement plan and tax‑advantaged accounts (HSA, FSA) are also offered. Eleven paid holidays, 15 days of vacation starting on January 1 of each year, sick time, personal days, and a paid day for volunteerism are available.
• Employee Assistance Program available to all associates.
• Competitive compensation: Hiring minimum $26.10, Hiring maximum $27.74, with opportunities for merit‑based salary increases and discretionary/variable compensation based on branch and firm profitability, along with individual performance.

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.