Branch Office Administrator

Job Description

Branch Office Administrator | Edward Jones

The Tone:
This is a full-time role at Edward Jones, located in Salisbury, NC. Edward Jones is a financial services firm focused on improving the lives of clients, colleagues, and communities. As a Branch Office Administrator, you are essential to the branch teams, serving as the first voice clients hear and a trusted resource. You will provide critical administrative support to financial advisors, helping clients achieve their long-term financial goals and ensuring a positive client experience.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Salisbury, NC (In-person)
• Pay: $22.50–$24.36 hourly
• Team: Teams with financial advisors, providing administrative support.
• Mission: Provide seamless administrative support to financial advisors and clients, ensuring an exceptional client experience and helping clients achieve financial goals.
• Tech Stack: MoneyGuide, Salesforce, Microsoft Office products

What You’ll Actually Do
• Client Service: Deliver exceptional personalized service to ensure clients feel understood and informed.
• Administrative Support: Handle scheduling, prepare materials for client meetings, and manage correspondence.
• Account Management: Support client account processes including opening, transfers, and transaction processing.
• Business Planning: Actively participate in the annual business planning process and execute the branch business plan.
• Marketing Activities: Drive marketing efforts by planning and executing client events.

The Must-Haves
• Background: Aptitude to learn and understand the financial services industry.
• Experience: Demonstrated ability in client service, administrative support, and operational tasks.
• Skills: Analytical Thinking, Attention to Detail, Adaptability, Conversational Skills, Digital Tool Utilization