Branch Office Administrator, Client Services

Edward Jones; Idaho Falls (ID); On-site; USD 40,000 - 60,000; Full time

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and clients with administrative tasks and service excellence. The role focuses on client accounts, communication, and positive client experiences in a busy financial services environment.

You will participate in business planning, coordinate client interactions, and help drive marketing initiatives and events, supported by a large, private firm with extensive training and a broad support network.

Qualifications

• Analytical thinking and attention to detail are important.
• Adaptability to changing client needs and workflows.
• Strong conversational skills for client interactions.
• Comfort with digital tools and platforms used by the firm.
• Team collaboration across branch and regional teams.

Responsibilities

• Delivering exceptional personalized service to ensure clients feel understood and informed.
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listen for situations in the clients' lives that may indicate a need for additional services.
• Driving marketing activities such as planning and executing events.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and clients with administrative tasks and service excellence. The role focuses on client accounts, communication, and positive client experiences in a busy financial services environment.

You will participate in business planning, coordinate client interactions, and help drive marketing initiatives and events, supported by a large, private firm with extensive training and a broad support network.