Branch Office Administrator

Job Overview

Full‑time.

Branch Address: 2101 Rexford Rd Suite 132 E, Charlotte, NC.

This posting is anticipated to remain open for 30 days, from 09-Jan-2026. The posting may close early due to volume of applicants.

As a Branch Office Administrator, you will be a vital part of the client support team, providing seamless support to clients and financial advisors. You will 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.

• Comprehensive 6‑month training, including a experienced peer mentor.
• A wide support network that extends from your branch office to your region and the home office.
• Independent work with a team of thousands backing you at every step.

• 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 clients’ lives that may indicate a need for additional services.
• Drive marketing activities such as planning and executing events.

• A culture of continuous improvement and professional development that respects individuals and their unique contributions.
• An inclusive environment where everyone's different viewpoints are valued and help achieve results.
• A rewards program that recognizes individual efforts, promotes a long‑term career, financial security, and well‑being for you and your family.
• Full‑time associates receive a comprehensive benefits package, including medical, prescription drug, dental, vision, voluntary benefits, short‑ and long‑term disability, life coverage, 401(k), health savings account, flexible spending account, paid holidays, vacation, sick time, personal days, volunteerism day, bonuses, profit sharing, and an Employee Assistance Program. For more information, visit our benefits page.

• A human‑centered approach to partnership and positive impact.
• A private firm shares success through discretionary and variable compensation, including bonus opportunities based on branch and firm profitability and individual performance.
• Hiring minimum: $22.50; hiring maximum: $24.36. Merit‑based salary increases may follow.

• Analytical thinking
• Attention to detail
• Adaptability
• Conversational skills
• Digital tool utilization
• Team collaboration

• Client service:
  Provide exceptional service via inbound/outbound calls, email, and in‑person interactions; resolve issues; maintain relationships.
• Account management:
  Learn and understand the financial services industry; handle account opening, transfers, and other requests; process transactions and maintain accurate records.
• Administrative & operational support:
  Work independently; schedule appointments; prepare materials; manage correspondence; support marketing initiatives; streamline processes; update SOPs; execute on the branch business plan.
• Technology:
  Strong computer literacy; willingness to learn new tech and programs such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

At Edward Jones, we are building a place where everyone feels like they belong. We’re proud of our associates’ contributions and recognitions.

Join a financial services firm where contributions are valued. Edward Jones is a Fortune 500‑company, privately owned, with over 9 million clients and 20 000 financial advisors across the U.S. and Canada. We prioritize clients over shareholder returns, promote innovation, flexibility, and inclusion, and inspire performance excellence and belonging.

Our purpose: partner for positive impact, improving the lives of clients, colleagues, and communities.

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.