Branch Office Administrator - Client Service & Growth

Edward Jones

Friday Harbor (WA)

On-site

USD 42,000 - 62,000

Full time

7 days ago

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Benefits offered by this job

Comprehensive training program

Wide support network across branch/区域/

Team backing

Job summary

Edward Jones in Friday Harbor, WA, seeks a Branch Office Administrator (BOA) to provide client support and administrative help to financial advisors. You’ll handle client accounts, communications, and play a key role in the branch’s daily operations.

Join a Fortune 500 firm that values service, training, and teamwork, with opportunities for career growth in a collaborative, inclusive environment.

Qualifications

Analytical mindset with problem-solving abilities.
Detail-oriented and able to maintain accuracy in data and records.
Adaptability to changing processes and client needs.
Strong communication skills for client interactions.
Proficient with digital tools and CRM software.
Collaborative team player who supports advisors and branches.

Responsibilities

Provide exceptional client service via inbound/outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure a positive client experience.
Assist in account opening, transfers, and other requests under the direction of the financial advisor; maintain accurate client records.
Provide administrative and operational support, including scheduling, meeting materials, correspondence, and and supporting branch business plan execution.
Learn and use MoneyGuide, Salesforce, Microsoft Office and other firm-provided software.