Branch Office Specialist: Client Services & Admin

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

Benefits offered by this job

Medical & Prescription

Dental & Vision

401k Retirement Plan

Paid Holidays & Vacation

Job summary

Edward Jones in Boone, NC is seeking a Branch Office Administrator to provide seamless client support and account assistance within a busy financial advisory team.

You will handle client inquiries, prepare documents, schedule meetings, and contribute to business planning while learning MoneyGuide, Salesforce, and Microsoft Office.

This full-time role offers comprehensive training, a supportive network, and opportunities for growth in a trusted, client-focused firm.

Qualifications

• Experience in client service or financial services preferred.
• Strong communication and relationship-building abilities.
• Able to learn financial software and processes quickly.

Responsibilities

• Provide exceptional client service via calls, email, and in‑person visits.
• Support accounts, transfers, and maintain accurate client records.
• Schedule meetings, prepare materials, and support branch planning.
• Assist with marketing events and branch initiatives.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Boone, NC is seeking a Branch Office Administrator to provide seamless client support and account assistance within a busy financial advisory team.

You will handle client inquiries, prepare documents, schedule meetings, and contribute to business planning while learning MoneyGuide, Salesforce, and Microsoft Office.

This full-time role offers comprehensive training, a supportive network, and opportunities for growth in a trusted, client-focused firm.