Branch Office Admin - Client Service & Operations

Edward Jones; Woodstock (GA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Comprehensive 6-month training program

Extensive branch and regional support

Numerous company-wide mentorship and a

Key role in branch growth and clients

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator (BOA) to support financial advisors and clients. You’ll provide seamless client service, manage accounts, and perform administrative duties to ensure smooth branch operations.

You will work in a collaborative environment, participate in 6-month training, and leverage tools like MoneyGuide, Salesforce, and Microsoft Office. A strong focus on client relationships and accurate records will be essential.

Qualifications

• Analytical thinking and problem solving to support clients.
• Excellent attention to detail in client records and transactions.
• Adaptability to a fast-paced financial services environment.
• Strong communication and interpersonal skills for client interactions.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions; build and maintain client relationships.
• Learn and understand the financial services industry; handle account openings, transfers, and requests as directed by the advisor; maintain client records.
• Perform administrative and operational support, schedule appointments, prepare meeting materials, and support branch marketing efforts; help implement the branch business plan.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator (BOA) to support financial advisors and clients. You’ll provide seamless client service, manage accounts, and perform administrative duties to ensure smooth branch operations.

You will work in a collaborative environment, participate in 6-month training, and leverage tools like MoneyGuide, Salesforce, and Microsoft Office. A strong focus on client relationships and accurate records will be essential.