Branch Office Administrator - Client Services & Admin

Edward Jones; Prince Frederick (MD); Vor Ort; USD 38.000 - 60.000; Vollzeit

Benefits dieser Stelle

Medical & prescription coverage

Health Savings Account

Flexible Spending Account

Voluntary Benefits

Well-being programs

Retirement plan

Zusammenfassung

Edward Jones is hiring a Branch Office Administrator (BOA) to deliver exceptional client service, support advisors, and manage administrative tasks within a busy branch in Maryland. You will handle client inquiries, assist with accounts and communications, and contribute to the annual business planning process.

The role requires strong communication, organizational skills, and the ability to work with a team across branches.

Qualifikationen

• Strong analytical thinking and attention to detail are required.
• Ability to communicate clearly with clients and colleagues; active listening.
• Willingness to learn new tools and adapt to processes.

Aufgaben

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation under the advisor's direction.
• Support branch operations, scheduling, and client meetings; help execute the branch business plan.

Kenntnisse

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Jobbeschreibung

Edward Jones is hiring a Branch Office Administrator (BOA) to deliver exceptional client service, support advisors, and manage administrative tasks within a busy branch in Maryland. You will handle client inquiries, assist with accounts and communications, and contribute to the annual business planning process.

The role requires strong communication, organizational skills, and the ability to work with a team across branches.