Branch Office Administrator: Client-Focused Support

Edward Jones; Tacoma (WA); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

401k retirement plan

Medical and prescription drug coverage

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to join our Tacoma team. The BOA will support financial advisors by handling client communications, account-related requests, and daily branch operations in a fast-paced office environment.

Ideal candidates excel at client service, multitasking, and tech-savvy usage of tools like MoneyGuide, Salesforce, and Microsoft Office. You’ll collaborate with a large network, participate in planning, and contribute to a positive client experience.

Qualifications

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Assist with account opening, handling account transfers and other requests at the direction of the financial advisor.
• Process documentation, maintain accurate client records, and support branch operations.
• Learn MoneyGuide, Salesforce, and Microsoft Office products to support advisors.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Respond to inquiries, resolve issues, and ensure an exceptional client experience.
• Develop and maintain strong relationships with clients, referral sources, and internal support teams.
• Support administrative tasks, scheduling, materials for client meetings, and marketing initiatives.

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 to join our Tacoma team. The BOA will support financial advisors by handling client communications, account-related requests, and daily branch operations in a fast-paced office environment.

Ideal candidates excel at client service, multitasking, and tech-savvy usage of tools like MoneyGuide, Salesforce, and Microsoft Office. You’ll collaborate with a large network, participate in planning, and contribute to a positive client experience.