Branch Office Administrator

Edward Jones; Isle of Palms (SC); On-site; Full time

Job summary

A leading financial services firm seeks a Branch Office Administrator to enhance client experiences and support a dynamic team. This full-time role involves managing client accounts, facilitating communication, and ensuring excellent service. Join a supportive environment with comprehensive training and growth opportunities.

Benefits

Comprehensive benefits package

Paid holidays

Vacation and sick leave

Recognition programs

Opportunities for bonuses

Qualifications

• Experience in client service, account management, and administrative support.

Responsibilities

• Deliver personalized client service via calls, emails, and in-person interactions.
• Assist in business planning and strategy development.
• Identify client needs for additional services.

Skills

Analytical Skills

Detail-Oriented

Adaptability

Conversational Skills

Digital Skills

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Join to apply for the Branch Office Administrator role at Edward Jones

Base pay range

$21.00/hr - $22.00/hr

Edward Jones values relationship builders, problem solvers, and critical thinkers. As a team member in a Client Support Team Professional role, you will be the first voice clients hear and the first face they see. Your main responsibility is to understand clients' needs and help them achieve their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 1517-C Palm Boulevard, Isle Of Palms, SC

This posting remains open for 30 days from 14-May-2025, but may close early due to application volume.

Role Summary

As a Branch Office Administrator, you will support clients and the team, manage client accounts, facilitate communication, and ensure a positive client experience. This role offers growth in a dynamic environment with comprehensive training and support.

What We Offer

• 6-month training with mentorship
• Support network from branch to corporate level
• Independent work with team backing

Key Responsibilities

• Deliver personalized client service via calls, emails, and in-person interactions
• Assist in business planning and strategy development
• Identify client needs for additional services
• Plan and execute marketing events
• Support administrative and operational tasks
• Utilize technology like MoneyGuide, Salesforce, and Microsoft Office

Benefits

• Competitive compensation based on performance and profitability
• Comprehensive benefits package including health, dental, vision, retirement plans, paid holidays, vacation, and sick leave
• Recognition programs and opportunities for bonuses and profit sharing

Skills and Requirements

• Strong analytical, detail-oriented, and adaptable skills
• Excellent conversational and digital skills
• Ability to work collaboratively and independently
• Experience in client service, account management, and administrative support
• Willingness to learn new technology

About Us

Edward Jones is a Fortune 500 company dedicated to positive impact and community service, with over 9 million clients and 20,000 advisors across the U.S. and Canada. We foster an inclusive, innovative environment where everyone belongs.