Branch Office Administrator — Client Service & Growth

Edward Jones; Charlotte (NC); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision

401k plan

Paid holidays & vacation

Job summary

Edward Jones is seeking a Branch Office Administrator in Charlotte, NC to provide seamless support to our clients and financial advisors. You will handle client communications, assist with account-related tasks, and contribute to the branch's annual business planning and client experience initiatives.

You will receive comprehensive training, a broad support network, and opportunities to grow within a large nationwide firm.

Qualifications

• Analytical thinking to assess client needs and data.
• Attention to detail in account documentation and records.
• Adaptability to support multiple advisors and tasks.
• Strong communication with clients via calls, email, and in-person.

Responsibilities

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn financial services processes, handle transfers, and maintain client records.
• Administrative & Operational Support: Work independently under the guidance of a financial advisor; manage scheduling and materials.
• Technology: Proficiency with MoneyGuide, Salesforce, Microsoft Office, and firm-provided software.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator in Charlotte, NC to provide seamless support to our clients and financial advisors. You will handle client communications, assist with account-related tasks, and contribute to the branch's annual business planning and client experience initiatives.

You will receive comprehensive training, a broad support network, and opportunities to grow within a large nationwide firm.