Branch Office Administrator

Edward Jones seeks a Branch Office Administrator in Exeter, NH to support a Financial Advisor and deliver exceptional client service. In this role, you will manage daily office operations, handle client inquiries, schedule appointments, and prepare account documentation while ensuring accuracy and regulatory compliance. You'll maintain detailed records, process transactions, and coordinate client reviews and local events. Edward Jones provides comprehensive training, support for professional growth, and the opportunity to build a meaningful, client-focused career in financial services.

Responsibilities

• Support the Financial Advisor with daily branch operations and client service
• Serve as primary point of contact for client inquiries, scheduling, and follow-ups
• Prepare, process, and track client paperwork and account documentation
• Maintain accurate client records and ensure compliance with firm and regulatory standards
• Handle phone calls, emails, and office correspondence in a professional manner
• Assist with appointment preparation, reports, and account reviews
• Coordinate branch calendars, client meetings, and local marketing events
• Process transactions with attention to detail and confidentiality
• Monitor workflow, prioritize tasks, and meet time-sensitive deadlines
• Contribute to a positive, client-focused office culture and participate in training

Required Skills

• Client service
• Office administration
• Data entry and recordkeeping
• Financial paperwork processing
• Regulatory and compliance awareness
• Scheduling and calendar management
• Written and verbal communication
• Microsoft Office Suite
• CRM or client database use
• Time management and prioritization