Branch Office Administrator - Client Services Lead

Edward Jones; Squamish; On-site; CAD 42,000 - 65,000; Full time

Benefits offered by this job

Health benefits

Group RRSP

Paid time off

Job summary

Edward Jones is seeking a Branch Office Administrator to provide client service, account support, and administrative operations within a Canadian branch. You will handle inquiries, process transactions, schedule meetings, and support marketing initiatives to help advisors grow client relationships.

You will collaborate with a large support network, receive comprehensive training, and enjoy a benefits package including health coverage and Group RRSP.

Qualifications

• Analytical thinking and strong attention to detail are essential.
• Ability to adapt to a dynamic financial services environment.
• Excellent communication skills for client interactions and teamwork.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation under advisor direction.
• Schedule appointments and prepare materials for client meetings.
• Support marketing initiatives and branch business plan execution.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide client service, account support, and administrative operations within a Canadian branch. You will handle inquiries, process transactions, schedule meetings, and support marketing initiatives to help advisors grow client relationships.

You will collaborate with a large support network, receive comprehensive training, and enjoy a benefits package including health coverage and Group RRSP.