Branch Office Administrator

7 days ago

Delta, Canada Edward Jones Full time

Branch Office Administrator Join to apply for the Branch Office Administrator role at Edward Jones This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$52,100.00/yr - CA$64,200.00/yr Job Overview We are looking for someone who is a relationship builder, problem solver, or critical thinker. At Edward Jones, our field associates work in branch teams of two or three people. As a Branch Office Administrator, you will be a critical member of the client support team, assisting the financial advisor and being the first point of contact for clients. Role Summary As a Branch Office Administrator, you'll provide administrative support, help clients achieve goals, and maintain a positive client experience. Responsibilities Deliver exceptional personalized service to clients Support the annual business planning process Listen for opportunities for additional services Drive marketing activities such as events Prepare and maintain accurate client records Schedule appointments and prepare materials for client meetings Support technology tools (MoneyGuide, Salesforce, Microsoft Office, etc.) Manage correspondence and support marketing initiatives Qualifications & Skills Analytical thinking Attention to detail Adaptability Conversational skills Digital tool utilization Team collaboration Client service experience in inbound/outbound calls, email, and in-person interactions Ability to learn financial services industry and perform account management tasks (opening, transferring, documentation) Strong computer literacy and willingness to learn new software Ability to work independently under direction of advisor Benefits & Compensation Full‑time Associates receive a competitive benefits package including bonus potential, profit sharing, 401(k) / Group RRSP, health benefits, and paid time off (vacation, sick, holidays, personal days). Six‑month training with a mentor Support network from branch office to region and home office Continuous professional development and rewards program About Edward Jones Edward Jones is a Fortune 500 company that values its employees. We are privately‑owned, with over 9 million clients and 20,000 advisors across the U.S. and Canada. Our purpose is to partner for positive impact, improving the lives of clients and colleagues. EEO Statement Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #J-18808-Ljbffr

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