Branch Office Administrator — Client Services & Operations

Edward Jones; Pittsboro (NC); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical coverage

Retirement plan

Well-being programs

Employee assistance program

Job summary

Edward Jones in Pittsboro, NC, is seeking a Branch Office Administrator to provide seamless client support and efficient account handling alongside a team of financial advisors. You’ll help manage client interactions, documentation, and scheduling while contributing to branch initiatives and community engagement.

You’ll join a collaborative, inclusive environment that emphasizes development, mentorship, and a client-first approach.

Qualifications

• Strong analytical thinking and problem-solving abilities.
• Attention to detail in client data and transactions.
• Adaptability to changing priorities and client needs.
• Effective verbal and written communication with clients.
• Proficiency with common office software and CRM tools.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account openings, transfers, and documentation under advisor direction.
• Support administrative and operational tasks, scheduling, and materials for meetings.
• Contribute to branch business planning and marketing initiatives.
• Learn and utilize firm software such as Salesforce and Office products.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones in Pittsboro, NC, is seeking a Branch Office Administrator to provide seamless client support and efficient account handling alongside a team of financial advisors. You’ll help manage client interactions, documentation, and scheduling while contributing to branch initiatives and community engagement.

You’ll join a collaborative, inclusive environment that emphasizes development, mentorship, and a client-first approach.