Branch Office Administrator: Client Service & Growth

Edward Jones; Arkadelphia (AR); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones, a Fortune 500 financial services firm, invites you to join as a Branch Office Administrator (BOA). In this role you’ll support financial advisors, help clients achieve long-term goals, and contribute to a culture that places people first.

The BOA will handle client accounts, communication, and daily operations, with a comprehensive six-month training program and extensive regional support. Edward Jones offers a broad benefits package and opportunities across the U.S. and Canada.

Qualifications

• Proven ability to provide exceptional client service via calls, email, and in-person interactions.
• Ability to learn and understand the financial services industry and account management.
• Strong administrative and operational support skills including scheduling, meeting prep, and SOP updates.
• Willingness to learn new technology and firm-provided software.

Responsibilities

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry; open accounts, handle transfers and other requests as directed by the advisor.
• Perform administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives.
• Support branch business plan execution and streamline processes with SOP updates.
• Utilize MoneyGuide, Salesforce, and Microsoft Office to support daily operations.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones, a Fortune 500 financial services firm, invites you to join as a Branch Office Administrator (BOA). In this role you’ll support financial advisors, help clients achieve long-term goals, and contribute to a culture that places people first.

The BOA will handle client accounts, communication, and daily operations, with a comprehensive six-month training program and extensive regional support. Edward Jones offers a broad benefits package and opportunities across the U.S. and Canada.