Branch Office Administrator: Client Services & Growth

Edward Jones; United Kingdom; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental coverage

Vision coverage

401k retirement plan

Ten paid holidays

Vacation and sick time

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients. You’ll manage client communications, assist with accounts, and support daily branch operations while collaborating with a large team. The role offers training and opportunities within a caring, performance‑driven culture.

The BOA position emphasizes client service, account handling, and administrative support within a dynamic environment, with strong emphasis on professional development and teamwork.

Qualifications

• Provide exceptional client service via calls, email, and in‑person interactions.
• Handle account openings, transfers, and documentation.
• Support branch operations and marketing initiatives.
• Learn and use firm tools and software to assist advisors.

Responsibilities

• Provide exceptional service to clients and maintain relationships.
• Process account transactions and maintain client records.
• Schedule appointments and prepare materials for client meetings.
• Support branch business plan and SOP updates.

Skills

Client service

Account management

Administrative support

Technology literacy

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients. You’ll manage client communications, assist with accounts, and support daily branch operations while collaborating with a large team. The role offers training and opportunities within a caring, performance‑driven culture.

The BOA position emphasizes client service, account handling, and administrative support within a dynamic environment, with strong emphasis on professional development and teamwork.