Dynamic Branch Office Administrator - Client Services Growth

Edward Jones; Bryson City (NC); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Voluntary benefits (accident, hospital

Short/long-term disability

Life insurance (basic) and AD&D

401k retirement plan

HSA/FSA

Paid holidays (10)

Vacation time (15 days)

Sick time and personal days

Employee Assistance Program

Job summary

Edward Jones is seeking a Branch Office Administrator in a on-site role in the United States. You will deliver outstanding client service, support account management, and handle administrative tasks to help financial advisors achieve clients’ long-term goals.

You’ll participate in business planning, assist in events and marketing, and use tools like MoneyGuide, Salesforce, and MS Office. This is a full-time position offering comprehensive benefits and a pathway for career growth within a

Qualifications

• Strong communication and client service mindset.
• Ability to learn financial services basics and processes.
• Proactive in supporting advisor teams and branch goals.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account openings, transfers, and documentation handling.
• Support daily admin tasks and branch marketing initiatives.
• Learn and use MoneyGuide, Salesforce, and MS Office to streamline workflows.

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 in a on-site role in the United States. You will deliver outstanding client service, support account management, and handle administrative tasks to help financial advisors achieve clients’ long-term goals.

You’ll participate in business planning, assist in events and marketing, and use tools like MoneyGuide, Salesforce, and MS Office. This is a full-time position offering comprehensive benefits and a pathway for career growth within a