Branch Office Administrator: Client Service & Operations

Edward Jones; Rapid City (SD); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision benefits

401(k) retirement plan with company/bi

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and clients. You will handle client communications, manage accounts and documents, and assist with the annual business plan in a dynamic, collaborative environment.

The role provides comprehensive onboarding, long-term career growth, and a broad support network across the branch, region, and home office. Candidates should be ready to contribute to a high-service, client-centered culture.

Qualifications

• Provide exceptional client service via calls, email, and in-person interactions.
• Support account opening, transfers and documentation for advisors.
• Handle administrative tasks and help execute the branch business plan.

Responsibilities

• Client Service: respond to inquiries, resolve issues, maintain relationships.
• Account Management: process account transactions and maintain records.
• Administrative & Operational Support: schedule, prepare materials, support marketing.
• Technology: learn MoneyGuide, Salesforce, and Microsoft Office tools.

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 support financial advisors and clients. You will handle client communications, manage accounts and documents, and assist with the annual business plan in a dynamic, collaborative environment.

The role provides comprehensive onboarding, long-term career growth, and a broad support network across the branch, region, and home office. Candidates should be ready to contribute to a high-service, client-centered culture.