Branch Office Administrator – Marshfield, MA

Join Edward Jones as a Branch Office Administrator in Marshfield, Wood County, and play a vital role in delivering exceptional client experiences while supporting our team of financial advisors. This full-time position is your opportunity to be the operational backbone of a high-performing branch office, ensuring seamless service for clients pursuing their long-term wealth-building goals.

About the Role

As a Branch Office Administrator, you'll work alongside financial advisors to create a welcoming, efficient environment where clients feel supported in their financial journey. Your administrative expertise will directly impact client satisfaction and advisor productivity, making this role essential to branch success.

What You'll Do

• Coordinate schedules, meetings, and client appointments for one or multiple financial advisors
• Serve as a first point of contact for clients, answering questions and managing inquiries with professionalism and care
• Prepare and maintain client documentation, ensuring accuracy and compliance with financial services standards
• Support new client onboarding, helping them feel welcomed and informed throughout their initial experience
• Handle administrative tasks including correspondence, data entry, and office organization
• Foster positive client relationships by ensuring timely communication and responsive service

What We're Looking For

• Strong organizational skills and attention to detail
• Excellent communication abilities, both written and verbal
• Professional demeanor and genuine interest in serving clients
• Ability to prioritize multiple tasks in a fast-paced environment
• Proficiency with office technology and business systems
• Commitment to maintaining confidentiality and following financial industry compliance requirements

About Edward Jones Careers

Edward Jones is a trusted financial services firm serving millions of clients across the country. We're committed to fostering an inclusive workplace where team members grow professionally and contribute meaningfully to client success.

How to Apply

Ready to grow your career in financial services? Apply now through this listing to join our Marshfield, Wood County branch as a Branch Office Administrator.