Branch Office Administrator — Client Services & Growth

Edward Jones; Waynesville (NC); Sur place; USD 38 000 - 58 000; Plein temps

Avantages offerts par ce poste

Medical and prescription drug benefits

Dental insurance

Vision insurance

Disability insurance

Life insurance

401k retirement plan

Paid holidays

Résumé du poste

Edward Jones is seeking a Branch Office Administrator in Waynesville, NC to deliver exceptional client service, support financial advisors, and manage administrative tasks. You will handle client inquiries, account transfers, and meeting preparations while learning firm processes and tools in a structured environment.

We offer comprehensive training, a broad support network, and opportunities for career growth within a private, client-focused firm known for its commitment to community and

Qualifications

• Strong analytical thinking and attention to detail for client account support.
• Ability to adapt to changing client needs and priorities.
• Excellent communication skills for inbound/outbound calls, email, and in-person interactions.
• Proficiency with MoneyGuide, Salesforce, and Microsoft Office.
• Team collaboration to support financial advisors and clients.

Responsabilités

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist with account openings, transfers, and documentation for clients.
• Schedule appointments and prepare materials for client meetings.
• Support branch marketing initiatives and updating SOPs.
• Learn and apply financial services processes under advisor guidance.

Connaissances

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Outils

MoneyGuide

Salesforce

Microsoft Office

Description du poste

Edward Jones is seeking a Branch Office Administrator in Waynesville, NC to deliver exceptional client service, support financial advisors, and manage administrative tasks. You will handle client inquiries, account transfers, and meeting preparations while learning firm processes and tools in a structured environment.

We offer comprehensive training, a broad support network, and opportunities for career growth within a private, client-focused firm known for its commitment to community and