Client-Centric Branch Office Administrator

Edward Jones; Salisbury (NC); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical & Prescription

Dental

Vision

401k

Paid holidays

Vacation time

Volunteer time

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients across our Salisbury, NC region. This role focuses on delivering high levels of client service, processing accounts, and handling administrative duties to help advisers grow their practice.

You will work within a large support network and may engage in marketing activities, events, and branch business planning. Training and mentorship are provided to help you succeed in a fast-paced environment.

Qualifications

• Analytical thinking to assess client needs and data.
• Attention to detail in client records and transactions.
• Adaptability to a dynamic financial services environment.
• Strong communication skills for client interactions.
• Comfort with digital tools and CRM software.
• Able to collaborate with a large support network.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account opening, transfers, and routine requests under advisor direction.
• Support administrative tasks, scheduling, materials for client meetings, and SOP updates.
• Leverage technology to streamline branch operations and marketing initiatives.

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 across our Salisbury, NC region. This role focuses on delivering high levels of client service, processing accounts, and handling administrative duties to help advisers grow their practice.

You will work within a large support network and may engage in marketing activities, events, and branch business planning. Training and mentorship are provided to help you succeed in a fast-paced environment.