Branch Office Administrator: Client Services & Admin

Edward Jones; Mantua Township (NJ); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical & Prescription Benefits

Dental & Vision Benefits

401k Retirement Plan

Paid Holidays & Vacation

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to join our team and support financial advisors in delivering exceptional client service. The role focuses on client interactions, account handling, and coordinating administrative tasks to help the branch run smoothly.

You will collaborate with a large support network, participate in business planning, and contribute to events and community outreach while developing your career within a reputable Fortune 500 financial services firm.

Qualifications

• Analytical thinking to assess client needs and situations.
• Attention to detail to maintain accurate client records and documents.
• Adaptability to work in a dynamic financial services environment.
• Excellent communication to serve clients via calls, email, and in-person.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation under advisor direction.
• Support branch operations, scheduling, materials prep, and marketing initiatives.
• Learn and utilize MoneyGuide, Salesforce, and Microsoft Office to support clients and advisors.

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 join our team and support financial advisors in delivering exceptional client service. The role focuses on client interactions, account handling, and coordinating administrative tasks to help the branch run smoothly.

You will collaborate with a large support network, participate in business planning, and contribute to events and community outreach while developing your career within a reputable Fortune 500 financial services firm.