Branch Office Administrator: Client Services & Ops

Edward Jones; Franklin (NC); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

401k retirement plan

15 days vacation + ten paid holidays

Job summary

Edward Jones seeks a Branch Office Administrator to join our team in a dynamic financial services environment. You’ll support clients, facilitate communication, and help advisors grow client relationships. This is a fundamental role with ongoing training and a strong team network.

We offer comprehensive benefits and a clear path for developing skills in service delivery, operations, and marketing initiatives, within a supportive, inclusive culture at Edward Jones.

Qualifications

• Provide exceptional client service and maintain strong client relationships.
• Learn and understand the financial services industry concepts quickly.
• Handle administrative tasks, scheduling, and communications efficiently.

Responsibilities

• Client Service: respond to inquiries, resolve issues, and ensure a great client experience.
• Account Management: process account transactions and maintain accurate client records.
• Administrative & Operational Support: schedule appointments and support marketing initiatives.
• Technology: become proficient with firm software such as MoneyGuide and Salesforce.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones seeks a Branch Office Administrator to join our team in a dynamic financial services environment. You’ll support clients, facilitate communication, and help advisors grow client relationships. This is a fundamental role with ongoing training and a strong team network.

We offer comprehensive benefits and a clear path for developing skills in service delivery, operations, and marketing initiatives, within a supportive, inclusive culture at Edward Jones.