Support financial advisors and clients at Edward Jones through account administration, personalized service, and strong communication in a branch office.

As a Branch Office Administrator, you will provide administrative support to one or multiple financial advisors. You will support client accounts, facilitate communication, and help create positive client experiences. The position includes account transactions, documentation, scheduling, correspondence, and marketing support.

Key Responsibilities:

- Deliver personalized service through calls, email, and in-person interactions
- Process account transactions and maintain accurate client records
- Schedule appointments and prepare materials for client meetings
- Support annual business planning and branch strategies
- Plan and execute marketing events

Requirements:

- Analytical thinking and attention to detail
- Adaptability and conversational communication skills
- Ability to work independently with advisor direction
- Robust computer literacy and technology learning willingness
- Ability to use Microsoft Office and firm-provided software

Bring client service, account management, and administrative skills to support Edward Jones advisors and the clients they serve.

📌 Financial Services Branch Administrator (Mississauga)
🏢 Edward Jones
📍 Mississauga