Branch Office Administrator: Client-Centric Finance Support

Edward Jones; Franklin (TN); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Medical & prescription benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors in delivering exceptional client service and handling account-related tasks. You will play a critical role in client communication, documentation, and day-to-day branch operations.

Join a company known for its client-focused approach and comprehensive associate benefits, with opportunities to grow alongside a nationwide network of advisors.

Qualifications

• Analytical thinking for client service and problem solving.
• Attention to detail for accurate record-keeping and compliance.
• Adaptability to support advisors and changing client needs.
• Strong communication with clients and team members.
• Proficiency with MoneyGuide, Salesforce, and MS Office.
• Collaborative work across branch and regional teams.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account management tasks including onboarding and transfers under advisor direction.
• Provide administrative and operational support; manage scheduling and material prep.
• Utilize technology tools and SOPs; support branch business plan execution.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors in delivering exceptional client service and handling account-related tasks. You will play a critical role in client communication, documentation, and day-to-day branch operations.

Join a company known for its client-focused approach and comprehensive associate benefits, with opportunities to grow alongside a nationwide network of advisors.