Branch Office Administrator: Client‑Focused Support & Growth

Edward Jones; Jasper (IN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and clients. The BOA will help manage client accounts, coordinate communications, and contribute to a positive client experience in a dynamic, collaborative environment.

The role emphasizes administrative tasks, processing requests, and supporting the branch business plan while leveraging technology and firm-provided software.

Qualifications

• Client-focused service mindset and relationship-building.
• Strong communication skills across calls, email, and in-person interactions.
• Ability to learn financial services processes and account handling.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and documentation per advisor directions.
• Handle administrative tasks, meetings prep, correspondence, and support branch marketing initiatives.
• Proficient with technology and firm software (MoneyGuide, Salesforce, Microsoft Office).

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and clients. The BOA will help manage client accounts, coordinate communications, and contribute to a positive client experience in a dynamic, collaborative environment.

The role emphasizes administrative tasks, processing requests, and supporting the branch business plan while leveraging technology and firm-provided software.