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Branch Office Administrator

4 weeks ago


Chapel Hill, North Carolina, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and detail-oriented Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.

Key Responsibilities
  • Provide exceptional client service and support to our clients, ensuring they feel understood and informed.
  • Assist in the annual business planning process, helping to develop strategies for the upcoming year.
  • Drive marketing activities, such as planning and executing events, to promote our services and build relationships with clients.
  • Work independently, managing multiple priorities in a deadline-driven environment, and utilizing current and new office technology to streamline processes.
What We Offer
  • A comprehensive 6-month training program, including an experienced peer to mentor you.
  • A wide support network, extending from your branch office to your region to the home office.
  • A culture of continuous improvement and professional development, valuing individual contributions and promoting a sense of belonging.
  • A competitive compensation package, including medical, dental, and vision benefits, as well as a 401(k) retirement plan and tax-advantaged accounts.
Requirements
  • Ability to deepen and broaden client relationships.
  • Strong ability to work independently and manage multiple priorities in a deadline-driven environment.
  • Proficient in current and new office technology.
  • Willingness to learn how financial services and markets work.