Branch Office Administrator

Base Pay Range

$26.00 / hr - $31.00 / hr

Job Overview

Position Schedule : Full-Time

Branch Address : 237 East Davis Street, Suite 100, Culpeper, VA

This job posting is anticipated to remain open for 30 days, from 16-Oct-2025.

Responsibilities

• Deliver exceptional personalized service, ensuring clients feel understood and informed.
• Actively listen for situations in clients' lives that may indicate a need for additional services.
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Drive marketing activities such as planning and executing events.
• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions, resolving issues and ensuring an exceptional experience.
• Handle account opening, account transfers, and other requests at the direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Handle various administrative tasks including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives.
• Streamline processes by updating SOPs and strategically executing the branch business plan.
• Strong computer literacy with willingness to learn new technology such as MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software.

Qualifications

Benefits

Seniority Level

Associate

Employment Type

Full-time

Job Function

General Business, Administrative, and Customer Service

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