Branch Office Administrator: Client Service & Operations

Edward Jones; Silverdale (WA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and Vision insurance

401k retirement plan

Paid holidays and vacation

Employee Assistance Program

Job summary

Edward Jones is seeking a Branch Office Administrator to join our team in support of financial advisors and clients. You will provide seamless client service, assist with account handling, and contribute to branch operations in a dynamic, client-focused environment.

The BOA role emphasizes training, collaboration across a wide support network, and opportunities for professional growth within a Fortune 500 firm that values inclusion and client outcomes.

Qualifications

• Ability to provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Willingness to learn the financial services industry basics and account management tasks.
• Independent work capability to support a financial advisor and manage administrative duties.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Manage accounts including openings, transfers, and other requests under the direction of a financial advisor.
• Perform administrative and operational tasks, scheduling, materials prep, and support marketing initiatives.
• Utilize firm software tools such as MoneyGuide and Salesforce to support client interactions.

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 join our team in support of financial advisors and clients. You will provide seamless client service, assist with account handling, and contribute to branch operations in a dynamic, client-focused environment.

The BOA role emphasizes training, collaboration across a wide support network, and opportunities for professional growth within a Fortune 500 firm that values inclusion and client outcomes.