Branch Office Administrator: Client-Focused Support

Edward Jones; Raleigh (NC); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Comprehensive training

Extensive support network

Competitive benefits package

Job summary

Edward Jones is seeking a Branch Office Administrator to provide essential support to clients and financial advisors. The role focuses on client service, account processing, and coordinating branch activities in a fast-paced environment.

You will join a large network backed by a firm-wide support system, with opportunities for professional development and a robust benefits package. This full-time position emphasizes accuracy, communication, and teamwork within the Edward Jones culture.

Qualifications

• Analytical thinking for client service and problem solving.
• Attention to detail in account management and documentation.
• Adaptability in a dynamic financial advisory environment.
• Strong verbal and written communication with clients and team.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Support account opening, transfers, and client requests under the guidance of a financial advisor.
• Handle administrative tasks and contribute to branch business planning and SOP updates.
• Learn and use firm tools such as Salesforce, MoneyGuide, and MS Office as needed.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator to provide essential support to clients and financial advisors. The role focuses on client service, account processing, and coordinating branch activities in a fast-paced environment.

You will join a large network backed by a firm-wide support system, with opportunities for professional development and a robust benefits package. This full-time position emphasizes accuracy, communication, and teamwork within the Edward Jones culture.