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Branch Office Administrator

Edward Jones · Sequim, WA · Client Support Team

Employment type

Full-time

Work setting

On-site

Location

Sequim, WA

Schedule

Day shift

Posted

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Job overview

The Branch Office Administrator role is an onsite position based in Sequim, WA. Compensation is not specified in the listing, though the role supports the client support team at Edward Jones. This role exists to provide administrative and operational support to financial advisors. The administrator facilitates client communication, manages account documentation, and assists in business planning to ensure a high-quality client experience.

What you'll do

  • Provide client service via phone and email
  • process account transactions
  • schedule appointments
  • prepare meeting materials
  • manage correspondence
  • support marketing initiatives.

What we're looking for

Skills & competencies
full-time
day shift
sequim wa
edward jones
administrative
financial services
no on-call
medical insurance
dental insurance
vision insurance
401k
Work arrangement
  • Weekend coverage required

Benefits & perks

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

Why this role

Comprehensive 6-month training, peer mentorship, Fortune 500 company.

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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