Branch Office Administrator

Edward Jones is seeking a Branch Office Administrator in High Point, NC to support a local financial advisor and deliver exceptional client service. In this role, you will manage daily branch operations, handle client inquiries, schedule appointments, and process account documentation with accuracy and confidentiality. You'll prepare materials for client meetings, maintain records and CRM data, and ensure adherence to firm and regulatory standards.

Edward Jones offers training, support for licensing, and opportunities for career growth in a collaborative, client-focused environment.

Responsibilities

• Support the financial advisor with daily branch operations and client service
• Greet clients, answer phones, and respond to inquiries with a client-first focus
• Prepare, process, and track account forms, transactions, and documentation
• Schedule and confirm client appointments and maintain branch calendars
• Maintain accurate client records and update CRM systems
• Assist with client meeting preparation, reports, and presentation materials
• Handle incoming/outgoing mail and organize electronic and paper files
• Ensure compliance with firm and regulatory procedures in all branch activities
• Coordinate branch marketing and client appreciation activities as needed
• Collaborate with home office partners to resolve client and operational issues

Required Skills

• Client relationship management
• Office administration
• Data entry and accuracy
• Financial documentation processing
• CRM software
• Scheduling and calendar management
• Regulatory and compliance awareness
• Written and verbal communication
• Time management and multitasking
• Microsoft Office (Word, Excel, Outlook)