Sr Branch Office Administrator

Position Schedule Full-Time Location 3305 A Nash Street Nw, Wilson, NC Role Summary As a Sr. Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. Key Responsibilities Deliver exceptional personalized service to ensure clients feel understood and informed. Take an active role in the annual business planning process to assist in developing strategies for the upcoming year. Actively listen for situations in the clients' lives that may indicate a need for additional services. Drive marketing activities such as planning and executing events. You will often work independently but will have a team of thousands backing you every step of the way. Requirements 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility. Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamline processes with updating SOPs and strategically execute on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm‑provided software. Skills Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Compensation Hiring Minimum: $23.39 Hiring Maximum: $25.32 Edward Jones believes in a human‑centered approach and offers discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability, along with individual performance. Benefits Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage (provided at no cost to associates). 401(k) retirement plan and tax‑advantaged accounts: health savings account and flexible spending account. Observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses, profit sharing, and the firm's Employee Assistance Program. Equal Employment Opportunity 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 Edward Jones