Branch Office Admin: Client-Centric Support & Growth

Edward Jones; Monroe (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical & Prescription

Dental & Vision

401k & Health Savings Account

Vacation & Holidays

Volunteer day

Job summary

Edward Jones is seeking a Branch Office Administrator to provide essential client service and administrative support for a team of financial advisors. You’ll handle client inquiries, account requests, and documentation while contributing to branch operations and planning.

You’ll work with tools like Salesforce and MoneyGuide, learn quickly, and collaborate with a large support network to deliver a positive client experience.

Qualifications

• Provide exceptional client service via multiple channels.
• Learn and understand the financial services industry and account handling.
• Support administrative and operational tasks independently.
• Proficient with common software and tools; eager to learn new programs.
• Collaborate with team members to execute branch plans.

Responsibilities

• Provide inbound/outbound client service via calls, email, and in-person.
• Assist with account openings, transfers, and documentation for advisors.
• Support scheduling, materials, and marketing initiatives for client meetings.
• Learn and use firm-provided software (MoneyGuide, Salesforce, Office).
• Contribute to branch business planning and process improvements.

Skills

Client service

Account management

Admin & operations

Tech literacy

Analytical thinking

Attention to detail

Adaptability

Communication

Digital tools

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide essential client service and administrative support for a team of financial advisors. You’ll handle client inquiries, account requests, and documentation while contributing to branch operations and planning.

You’ll work with tools like Salesforce and MoneyGuide, learn quickly, and collaborate with a large support network to deliver a positive client experience.