Branch Office Administrator — Client Services & Operations

Edward Jones; Jacksonville (NC); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical & Prescription

Dental

Vision

401k

Bonuses & Profit Sharing

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients. You will handle client inquiries, assist with accounts and documents, and support branch operations with a focus on accuracy and service quality.

The role includes six months of training and a broad support network across the branch and region, enabling you to grow within a dynamic financial services environment.

Qualifications

• Analytical mindset for client support and operations.
• Strong attention to detail in account handling and documentation.
• Adaptable to changing priorities in a branch environment.
• Effective verbal and written communication with clients.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and processing requests under the advisor's direction.
• Perform administrative tasks: scheduling, meeting materials, correspondence, and SOP updates.
• Learn and utilize technology tools like MoneyGuide, Salesforce, and Microsoft Office.

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 support financial advisors and clients. You will handle client inquiries, assist with accounts and documents, and support branch operations with a focus on accuracy and service quality.

The role includes six months of training and a broad support network across the branch and region, enabling you to grow within a dynamic financial services environment.