Branch Office Administrator – Client Services

Edward Jones; Milton (WA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Paid holidays and vacation

Volunteer opportunities

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to support financial advisors and client accounts. You will handle client communications, account paperwork, and daily administrative duties while contributing to a positive client experience.

The role offers training, a broad support network, and growth opportunities within a large, private firm. You will work with a team of advisors, manage scheduling, prepare meeting materials, and support marketing initiatives.

Qualifications

• Demonstrated ability to deliver excellent client service in a fast-paced environment.
• Ability to quickly learn financial services products and processes.
• Proactive, self-motivated with strong organizational skills.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in opening accounts, transfers, and documentation under advisor direction.
• Perform administrative tasks and support marketing initiatives; maintain client records.
• Collaborate with the team to execute the branch business plan and improve processes.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator (BOA) to support financial advisors and client accounts. You will handle client communications, account paperwork, and daily administrative duties while contributing to a positive client experience.

The role offers training, a broad support network, and growth opportunities within a large, private firm. You will work with a team of advisors, manage scheduling, prepare meeting materials, and support marketing initiatives.