Branch Office Administrator: Client Services & Operations

Edward Jones; Cary (NC); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401k plan

Paid holidays

Vacation time

Job summary

Edward Jones is seeking a Branch Office Administrator to deliver exceptional client service and seamless support for financial advisors and their teams. You will help manage client accounts, communications, and day-to-day administrative tasks in a collaborative, client‑focused environment.

The role offers comprehensive training, a broad support network, and opportunities to grow within a large, community‑focused financial services firm.

Qualifications

• Analytical thinker with strong attention to detail and adaptability.
• Excellent communication and interpersonal skills for client interactions.
• Proactive in identifying client needs and opportunities for advisory services.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist with account opening, transfers, and documentation under financial advisor direction.
• Support branch operations, scheduling, materials, and marketing initiatives.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to deliver exceptional client service and seamless support for financial advisors and their teams. You will help manage client accounts, communications, and day-to-day administrative tasks in a collaborative, client‑focused environment.

The role offers comprehensive training, a broad support network, and opportunities to grow within a large, community‑focused financial services firm.