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Branch Office Administrator

Edward Jones · Watkins Glen, NY · Client Support Team

Employment type

Full-time

Work setting

On-site

Location

Watkins Glen, NY

Schedule

Day shift

Posted

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Job overview

As a Branch Office Administrator, you will be a vital part of our team, providing seamless support to our clients in Watkins Glen, NY. This is an onsite, full-time role where compensation is not specified, supporting our financial advisors in delivering exceptional service. The role exists to provide administrative support to financial advisors, helping clients achieve their long-term financial goals. You will contribute to the team by managing client accounts, facilitating communication, and ensuring a positive client experience.

What you'll do

  • Provide exceptional client service via calls, email, and in-person interactions.
  • Manage account opening, transfers, and documentation.
  • Handle administrative tasks including scheduling, correspondence, and marketing support.
  • Utilize digital tools and firm-provided software.

What we're looking for

Skills & competencies
full-time
day shift
watkins glen ny
edward jones
administrative support
client service
financial services
onsite
no travel
no on-call
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Medical, prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, AD&D, 401k, health savings account, flexible spending account, 10 paid holidays, 15 days vacation, sick time, personal days, volunteerism day, bonus opportunities, profit sharing, Employee Assistance Program.

Why this role

Comprehensive 6-month training with a mentor, wide support network, and opportunity to work independently within a collaborative team.

About the employer

Edward Jones is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.

Additional details

Industry sector
52
Industry
Trust, Fiduciary, and Custody Activities
Occupation code
43-6014.00
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