Dynamic Branch Office Administrator - Client Services

Edward Jones; Cary (NC); On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

6-month training program

Extensive regional and home office支持

Job summary

Edward Jones is recruiting a Branch Office Administrator to provide essential client service, account handling, and administrative support for a financial advisor team. You will help manage client communications, process requests, and support branch operations.

You’ll undergo structured training and join a large support network, enabling growth while contributing to client satisfaction and the firm’s community goals.

Qualifications

• Provide exceptional client service via calls, email, and in-person interactions.
• Handle account opening, transfers and requests under the guidance of a financial advisor.
• Perform administrative tasks and support branch marketing initiatives.

Responsibilities

• Support client accounts and ensure a positive client experience.
• Assist in coordinating annual business planning and events.
• Learn financial services processes and maintain accurate client records.

Skills

Client service

Account management

Administrative support

Technology

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is recruiting a Branch Office Administrator to provide essential client service, account handling, and administrative support for a financial advisor team. You will help manage client communications, process requests, and support branch operations.

You’ll undergo structured training and join a large support network, enabling growth while contributing to client satisfaction and the firm’s community goals.