Branch Office Administrator: Client Service & Operations

Edward Jones; West Plains (MO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical + Prescription

Dental

Vision

401k

Paid holidays

Vacation 15 days

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and clients, delivering seamless client service and accurate account handling. The BOA will work with a team to implement the branch business plan and contribute to client satisfaction.

You'll receive comprehensive training, a broad support network, and opportunities for professional growth within a Fortune 500 firm that values inclusion and community impact.

Qualifications

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry including account opening and transfers.
• Support administrative tasks and marketing initiatives for the branch.
• Streamline processes and contribute to the branch business plan.

Responsibilities

• Client service: respond to inquiries, resolve issues, and maintain strong client relationships.
• Account management: assist with account openings, transfers, and documentation.
• Administrative & operational support: schedule, prepare materials, manage correspondence, and SOP updates.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and clients, delivering seamless client service and accurate account handling. The BOA will work with a team to implement the branch business plan and contribute to client satisfaction.

You'll receive comprehensive training, a broad support network, and opportunities for professional growth within a Fortune 500 firm that values inclusion and community impact.