Branch Office Administrator — Client Services & Operations

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

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation

Volunteer time off

Job summary

Edward Jones is seeking a Branch Office Administrator to join our team in a dynamic, client‑facing role. You will support financial advisors, manage client communications, and help ensure an exceptional client experience.

You will handle administrative tasks, coordinate scheduling, and assist with marketing initiatives, while gaining exposure to the financial services industry and a path for career growth within a privately held firm.

Qualifications

• Ability to provide exceptional client service via various channels.
• Adept at learning and supporting financial accounts and advisor requests.
• Strong administrative and operational support skills to streamline processes.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation under the direction of the financial advisor.
• Schedule appointments, prepare meeting materials, manage correspondence, and support 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 join our team in a dynamic, client‑facing role. You will support financial advisors, manage client communications, and help ensure an exceptional client experience.

You will handle administrative tasks, coordinate scheduling, and assist with marketing initiatives, while gaining exposure to the financial services industry and a path for career growth within a privately held firm.