Client-Focused Branch Office Administrator

Edward Jones; Mississauga; On-site; CAD 42,000 - 58,000; Full time

Benefits offered by this job

6-month training

Regional & home office support network

Large team backing you

Job summary

Edward Jones in Mississauga is seeking a Branch Office Administrator to support client accounts, facilitate communication, and help deliver a positive client experience. You'll work with a large network of advisors and staff to keep our branch running smoothly.

The role includes a six-month training program with extensive regional and home office support, offering growth opportunities in financial services.

Qualifications

• Client service experience is preferred to deliver exceptional service.
• Ability to learn financial services concepts and branch processes.
• Strong communication and organizational skills.
• Comfort with multitasking in a fast-paced environment.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Open and transfer accounts and support advisor requests.
• Schedule appointments and prepare materials for client meetings.
• Support marketing initiatives and update SOPs as needed.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Mississauga is seeking a Branch Office Administrator to support client accounts, facilitate communication, and help deliver a positive client experience. You'll work with a large network of advisors and staff to keep our branch running smoothly.

The role includes a six-month training program with extensive regional and home office support, offering growth opportunities in financial services.