Branch Office Administrator

Job overview

The Branch Office Administrator role is an onsite position located in Clover, SC. Compensation is not specified for this role, which supports the client support team at Edward Jones, a firm dedicated to improving the lives of its clients and colleagues. This role exists to provide essential administrative support to financial advisors, ensuring seamless communication and account management. The administrator contributes to the team's success by facilitating client interactions, maintaining accurate records, and assisting with business planning to help clients achieve their long-term financial goals.

What you'll do

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Process account transactions, handle account openings and transfers, and maintain accurate client records.
• Manage administrative tasks including scheduling appointments, preparing meeting materials, and supporting marketing initiatives.
• Utilize digital tools and firm-provided software to streamline branch operations.

What we're looking for

Skills & competencies

full-time

day shift

clover sc

edward jones

administrative support

client service

account management

financial services

onsite

no travel

no on-call

weekend required

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, 401k, profit sharing, 15 days vacation, paid holidays, sick time, and Employee Assistance Program.

Why this role

Comprehensive 6-month training program with a dedicated mentor, wide support network, and opportunity to work independently within a collaborative team environment.

About the employer

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