Branch Office Administrator: Client Care & Growth

Edward Jones; Page (AZ); On-site; USD 42,000 - 64,000; Full time

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to join our team in the United States. You will deliver exceptional client service, support client accounts, and help ensure a positive client experience while coordinating with financial advisors.

You will assist in annual business planning, participate in ongoing training, and collaborate with a large network of branch, regional, and home office teams.

Qualifications

• Proven ability to provide exceptional client service via multiple channels.
• Ability to learn financial services industry fundamentals and processes.
• Strong attention to detail and organizational skills.

Responsibilities

• Provide client service via inbound/outbound calls, email, and in‑person interactions.
• Open accounts, handle transfers, and fulfill advisor-directed requests.
• Schedule appointments and prepare materials for client meetings.
• Support branch with marketing initiatives and updates to SOPs.

Skills

Client service

Account management

Administrative support

Technology literacy

Communication

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to join our team in the United States. You will deliver exceptional client service, support client accounts, and help ensure a positive client experience while coordinating with financial advisors.

You will assist in annual business planning, participate in ongoing training, and collaborate with a large network of branch, regional, and home office teams.