Branch Office Administrator — Client Impact & Growth

Edward Jones; Airdrie; On-site; CAD 38,000 - 54,000; Full time

Benefits offered by this job

6-month training program

Extensive support network

Team backing across region

Job summary

Edward Jones in Canada is seeking a Branch Office Administrator to deliver exceptional client service, support accounts, and facilitate smooth communication. You will work in our branch alongside financial advisors to ensure a positive client experience and accurate records.

The role emphasizes hands-on administrative tasks, account management, event support, and the use of MoneyGuide, Salesforce, and Microsoft Office.

Qualifications

• Deliver exceptional personalized service to clients via inbound and outbound channels.
• Develop and maintain relationships with clients and internal teams.
• Ability to learn and operate in a financial services environment.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation under advisor direction.
• Perform administrative tasks and support branch business plan execution.
• Utilize technology tools and maintain accurate client records.

Skills

Client service

Communication

Team collaboration

Analytical thinking

Attention to detail

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Canada is seeking a Branch Office Administrator to deliver exceptional client service, support accounts, and facilitate smooth communication. You will work in our branch alongside financial advisors to ensure a positive client experience and accurate records.

The role emphasizes hands-on administrative tasks, account management, event support, and the use of MoneyGuide, Salesforce, and Microsoft Office.