Client-Focused Branch Administrator (Financial Services)

Edward Jones; Oakville; Hybrid; CAD 42,000 - 62,000; Full time

Benefits offered by this job

Six-month training

Comprehensive benefits

Paid time off

Retirement plan

Job summary

Edward Jones in Canada is seeking a Branch Office Administrator to support financial advisors and clients with daily account activity, scheduling, and communications. You will help maintain client records and assist with marketing initiatives while growing in a collaborative, supportive environment.

You will participate in comprehensive training, benefit from a broad support network, and work with a team that values client-centric service and professional development across branches and regions.

Qualifications

• Provide exceptional client service via multiple channels.
• Learn and support account handling and transfers under advisor direction.
• Demonstrate strong communication and organizational skills.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Assist in account openings, transfers, and other advisor-directed requests.
• Prepare materials for client meetings and support marketing initiatives.
• Update SOPs and help execute the branch business plan.

Skills

Client service

Account handling

Communication

Technical skills

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Canada is seeking a Branch Office Administrator to support financial advisors and clients with daily account activity, scheduling, and communications. You will help maintain client records and assist with marketing initiatives while growing in a collaborative, supportive environment.

You will participate in comprehensive training, benefit from a broad support network, and work with a team that values client-centric service and professional development across branches and regions.