Branch Office Administrator - Guilford, CT

Edward Jones is hiring a Branch Office Administrator for its Guilford, CT location. This is a full-time, onsite role that supports a local financial advisor at a Fortune 500 company that remains privately owned and focused on helping clients. If you enjoy mix­ing client contact with organized administrative work and contributing to a branch’s success, you might be a great fit.

The Guilford branch sits within a firm known for putting people first and serving millions of clients across the U.S. and Canada. They value collaboration, professional growth, and a welcoming environment where associates feel seen and supported.

As a BOA, you’ll work closely with the advisor and branch team in a setting that rewards dependability, clear communication, and a strong sense of accountability for day-to-day operations.

A day-to-day rhythm at the Guilford branch

You’ll deliver client service across multiple channels, phone, email, and in-person meetings, responding to questions, resolving issues, and building lasting relationships with clients, referral partners, and internal support staff.

You’ll handle account-related tasks such as opening new accounts, processing transfers, and fulfilling requests under the advisor’s direction, while keeping client records accurate and preparing the necessary paperwork. You’ll also manage scheduling, put together meeting materials, handle correspondence, and support branch marketing efforts, all while looking for ways to streamline processes and help execute the branch’s business plan.

Technology will be a daily tool, with a focus on learning and using firm software such as MoneyGuide, Salesforce, and Microsoft Office, along with other programs the company provides, to stay organized and responsive.

Must-have capabilities and the nice-to-haves

Here’s what the team is after in a candidate, plus additional skills that would help you stand out

• Analytical thinking to interpret information and back up decisions
• Attention to detail to keep client records and transactions precise
• Adaptability to handle shifting requests and priorities in a branch setting
• Conversational skills to communicate clearly with clients and team members
• Digital tool utilization to navigate CRM systems and office software
• Team collaboration to work well with the advisor and the support group
• Client service mindset to deliver exceptional experiences across channels
• Account management capabilities including onboarding, transfers, and documenting requests
• Administrative and operational support to work independently under the advisor’s direction and help execute the branch plan
• Technology readiness with a willingness to learn new programs and apply them day to day

• Familiarity with MoneyGuide, Salesforce, Microsoft Office and other firm-provided software

Pay, benefits and practical details

The role is full-time and onsite in Guilford, Connecticut. Edward Jones emphasizes a compensation and benefits package designed to support associates and their families. The package includes medical and prescription drug coverage, dental and vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, and basic life and basic AD&D, with some coverages provided at no cost to associates. There is a 401(k) retirement plan and tax-advantaged accounts like a health savings account and a flexible spending account.

Edward Jones notes a culture that recognizes individual contributions and offers potential bonuses and profit sharing. Associates receive ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, plus sick time, personal days, and a paid day for volunteerism. The firm also highlights merit-based salary progression within the BOA role and ongoing opportunities for growth, with eligibility for the Employee Assistance Program for all associates.

Advice for applicants

In your resume and cover note, lead with the client-service experience you’ve had across multiple channels, phone, email, and in person, and show how you’ve built relationships with clients and referral partners.

When you describe your must-have skills, back them with concrete examples: how you used analytical thinking to resolve a client issue, or how you maintained precise records during a busy period, and how you supported an advisor with account openings or transfers.

Be prepared to discuss how you’ve worked independently in a role like this, including scheduling, meeting prep, and using tech tools to stay organized. Also be ready to talk about how you contributed to updating processes or SOPs and helped move a branch’s plan forward.

Ask a smart question about how the Guilford branch uses MoneyGuide, Salesforce, and Microsoft Office day to day, and how the team measures success for the BOA position. You could also inquire about how bonuses and profit sharing tie to branch performance and your individual contributions.