Branch Office Administrator

Job overview

The Branch Office Administrator is an onsite role based in Winchester, VA. Compensation is not specified for this position, which supports the client support team at Edward Jones in providing administrative services to financial advisors and their clients. This role exists to provide seamless administrative and operational support to ensure a positive client experience. The Branch Office Administrator contributes to the team by managing client accounts, facilitating communication, and assisting with business planning and marketing activities.

What you'll do

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions
• Handle account opening, transfers, and transactions
• Prepare documentation and maintain accurate client records
• Schedule appointments and manage correspondence
• Support marketing initiatives and business planning
• Utilize firm-provided software and technology.

What we're looking for

Skills & competencies

full-time

day shift

branch office administrator

winchester va

edward jones

administrative support

client service

financial services

onsite

no on-call

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, 401k, vacation, sick time, personal days, and profit sharing.

Why this role

Comprehensive 6-month training provided.

About the employer

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