Branch Office Administrator: Client Services & Ops Support

Edward Jones; Oxford (NC); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical benefits

Dental coverage

Vision coverage

401k plan

Paid holidays

Vacation and sick time

Job summary

Edward Jones is seeking a Branch Office Administrator to join our client-focused team. In this role you’ll provide administrative support to a financial advisor or team, help manage client accounts, and facilitate communications to ensure a positive client experience.

You’ll participate in a comprehensive 6-month training, collaborate with a broad network from the branch to home office, and support marketing initiatives while working within a culture that values belonging and professional

Qualifications

• Analytical thinking and problem solving skills.
• Strong attention to detail in client interactions and admin tasks.
• Adaptability to a dynamic client service environment.
• Effective communication with clients and colleagues.
• Proficiency with common digital tools and software.
• Ability to collaborate with a large team.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist with account management tasks including openings, transfers, and documentation.
• Support administrative tasks and contribute to branch business plans.
• Learn and apply firm software such as MoneyGuide, Salesforce, and Office products.

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 client-focused team. In this role you’ll provide administrative support to a financial advisor or team, help manage client accounts, and facilitate communications to ensure a positive client experience.

You’ll participate in a comprehensive 6-month training, collaborate with a broad network from the branch to home office, and support marketing initiatives while working within a culture that values belonging and professional