Branch Office Administrator: Client Service & Growth

Edward Jones; Nags Head (NC); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription benefits

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to provide seamless client service and comprehensive administrative support for one or multiple financial advisors. You will handle client inquiries, help with account processes, and support day-to-day branch operations in a dynamic team environment.

You’ll participate in training, collaborate with a wide network from branch to home office, and grow within a culture that values belonging, development, and performance excellence.

Qualifications

• Strong communication and client service mindset.
• Ability to learn financial services basics and client handling.
• Comfort with using digital tools to support client interactions.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account openings, transfers, and documentation per advisor direction.
• Perform administrative and operational tasks to support the branch and marketing efforts.
• Learn and utilize firm-provided software and tools to streamline workflow.

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 (BOA) to provide seamless client service and comprehensive administrative support for one or multiple financial advisors. You will handle client inquiries, help with account processes, and support day-to-day branch operations in a dynamic team environment.

You’ll participate in training, collaborate with a wide network from branch to home office, and grow within a culture that values belonging, development, and performance excellence.