Branch Office Administrator

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: One South State Street, Suite A, Newtown, PA

Posting Date: The posting will remain open for 30 days from 10-Feb-2026, but 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.

You’ll be competitively compensated:

• Hiring minimum: $26.10
• Hiring maximum: $28.26

Edward Jones believes in a human-centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. We offer discretionary and variable compensation programs, including bonuses based on branch and firm profitability, alongside individual performance.

Full-time Associates receive a comprehensive compensation and benefits package that includes:

• 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 (provided at no cost)
• 401k retirement plan, health savings account, flexible spending account
• Ten paid holidays, 15 days of vacation at start, sick time, personal days, paid day for volunteerism
• Bonuses and profit sharing opportunities
• Employee Assistance Program
• Additional benefits details available on our benefits page.

• 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.
• Provide client service 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.
• Manage account opening, transfers, and other requests; process transactions, prepare documentation, and maintain accurate client records.
• Work independently under the direction of the financial advisor; handle scheduling, preparing materials, correspondence, and support marketing initiatives.
• Streamline processes, update SOPs, and strategically execute on the branch business plan.
• Utilize technology including Money Guide, Salesforce, Microsoft Office, and other firm-provided software.

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

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.