Branch Office Administrator

Job overview

The Branch Office Administrator role is an onsite position located in Truckee, CA. Compensation is not specified for this role, which supports the client service team at Edward Jones by providing essential administrative assistance to financial advisors. This role exists to ensure seamless operations within the branch office by managing client communications, account documentation, and scheduling. The administrator plays a critical part in maintaining positive client relationships and supporting the firm's mission of improving the lives of its clients.

What you'll do

• Provide administrative support to financial advisors, manage client inquiries via phone and email, process account transactions, maintain accurate client records, schedule appointments, and assist with marketing event planning.

What we're looking for

Skills & competencies

full-time

day shift

truckee ca

edward jones

administrative support

client service

financial services

onsite

no on-call

no degree required

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

Includes comprehensive 6-month training with a mentor and access to a wide support network.

About the employer

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