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Branch Office Administrator

Edward Jones · Seattle, WA · Client Support Team

Employment type

Full-time

Work setting

On-site

Location

Seattle, WA

Schedule

Day shift

Posted

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Job overview

The Branch Office Administrator role is an onsite position located in Seattle, WA. Compensation is not specified for this role, which supports the local Edward Jones financial advisory team in delivering personalized client service. This role exists to provide essential administrative and operational support to financial advisors. The administrator manages client communications, account documentation, and office operations to ensure a positive and efficient client experience.

What you'll do

  • Provide client service via phone, email, and in-person
  • manage account opening and transfers
  • schedule appointments
  • prepare meeting materials
  • support marketing events
  • maintain accurate client records
  • utilize firm software.

What we're looking for

Skills & competencies
full-time
day shift
seattle wa
edward jones
administrative
client service
financial services
onsite
no travel
no on-call
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Medical, dental, vision, 401k, 15 days vacation, 10 paid holidays, sick time, profit sharing, EAP.

Why this role

Comprehensive 6-month training program with mentorship and a vast support network.

About the employer

Edward Jones is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.

Additional details

Industry sector
52
Industry
Trust, Fiduciary, and Custody Activities
Occupation code
43-6014.00
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