Branch Office Administrator: Client-Focused Support Growth

Edward Jones; Mineral Wells (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator in the United States to provide seamless client support and administrative assistance to financial advisors. You will help manage client accounts, facilitate communication, and contribute to a positive client experience in a dynamic financial services environment.

The BOA role offers ongoing training, a broad support network, and opportunities to grow within a privately-held firm that values individuals and performance.

Qualifications

• Provide exceptional client service via multiple communication channels.
• Learn financial services basics; assist with account openings and transfers.
• Handle scheduling, materials, and coordination for client meetings.
• Support branch operations and SOP updates with a proactive approach.

Responsibilities

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience.
• Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor.
• Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm‑provided software.

Skills

Client Service

Account Management

Administrative Tasks

Tech Proficiency

Job description

Edward Jones is seeking a Branch Office Administrator in the United States to provide seamless client support and administrative assistance to financial advisors. You will help manage client accounts, facilitate communication, and contribute to a positive client experience in a dynamic financial services environment.

The BOA role offers ongoing training, a broad support network, and opportunities to grow within a privately-held firm that values individuals and performance.