Branch Office Administrator: Client Service & Growth

Edward Jones; Amarillo (TX); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical coverage

Health Savings Account

Flexible Spending Account

Voluntary Benefits

Well-being programs

Retirement Plan

Job summary

Edward Jones is seeking a Branch Office Administrator to support client accounts, facilitate communication, and ensure a positive client experience in a dynamic, rewarding environment. The BOA will play a key role in account handling, scheduling, and coordinating marketing efforts within the branch.

You will receive comprehensive training, ample support from the region and home office, and opportunities to grow with thousands of colleagues backing you throughout your career at Edward Jones.

Qualifications

• Analytical thinker capable of handling client data and inquiries.
• Detail-oriented with accuracy in record keeping and transactions.
• Adaptable to changing schedules and client needs.
• Strong verbal and written communication for client interactions.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Assist with account openings, transfers, and documentation as directed by the financial advisor.
• Schedule appointments and support branch marketing initiatives; update SOPs as needed.
• Learn and apply financial services knowledge, using tools like MoneyGuide, Salesforce, and Office apps.

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 support client accounts, facilitate communication, and ensure a positive client experience in a dynamic, rewarding environment. The BOA will play a key role in account handling, scheduling, and coordinating marketing efforts within the branch.

You will receive comprehensive training, ample support from the region and home office, and opportunities to grow with thousands of colleagues backing you throughout your career at Edward Jones.