Part Time Branch Office Administrator

Part-Time Branch Office Administrator at Edward Jones in High Point, NC, provides client service and administrative support to financial advisors, handling client accounts and communications while utilizing MoneyGuide, Salesforce, and Microsoft Office.

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions
• Account Management: Learn and understand the financial services industry; process account openings and requests
• Administrative & Operational Support: Schedule appointments, prepare materials for client meetings, manage correspondence
• Technology: Learn MoneyGuide, Salesforce, Microsoft Office
• SOPs and marketing support

Proficiency with MoneyGuide, Salesforce, and Microsoft Office; CRM and scheduling tasks; ability to work independently and within a team to support branch operations.

The ideal candidate is customer-service oriented with strong organizational skills, able to manage client accounts, schedule effectively, and support marketing initiatives within a financial-advisor environment.