Branch Office Administrator

Edward Jones is seeking a motivated Branch Office Administrator to support financial advisors and enhance client experience. The role is based at 30 New Delhi Drive, Suite 66, Markham, ON.

CA $53,100.00/yr – CA $65,500.00/yr

As a Branch Office Administrator, you will be the first point of contact for clients, ensuring seamless support and a positive experience. You’ll collaborate closely with financial advisors, handle client inquiries, maintain records, and support branch operations.

• Provide exceptional service via calls, email, and in‑person interactions.
• Respond to inquiries, resolve issues, and maintain strong client relationships.
• Open accounts, process transfers, prepare documentation, and keep accurate records.
• Schedule appointments, prepare materials, manage correspondence, and support marketing initiatives.
• Update SOPs and implement branch business plan strategies.
• Use Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

• Analytical thinking, attention to detail, and adaptability.
• Excellent conversational and team collaboration skills.
• Strong computer literacy and willingness to learn new technology.
• Ability to work independently with a focus on client satisfaction.

• Comprehensive 6‑month training with a peer mentor.
• Wide support network from branch to region to home office.
• Professional development and continuous improvement culture.
• Rewards program recognizing individual effort.
• Comprehensive health benefits, paid time off, vacation, sick, holidays, personal days.
• Optional bonus potential, profit sharing, 401(k) or Group RRSP, plus discretionary variable compensation.

Competitive base salary within the range above, with merit‑based increases and potential for bonus and profit‑sharing.

Associate

Full‑time

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.