Branch Office Administrator: Client Services & Admin

Edward Jones; Raleigh (NC); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical & prescription

Dental & vision

401k & retirement plan

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) in Raleigh, NC to support financial advisors and deliver exceptional client service. The role emphasizes handling client accounts, facilitating communication, and contributing to a positive client experience.

You will work with a large branch team, receive comprehensive training, and gain exposure to various operational tasks. Edward Jones values inclusion and long-term career growth in a collaborative environment.

Qualifications

• Client-facing experience in financial services preferred.
• Strong communication and organizational skills.
• Ability to work independently with guidance and in a team.

Responsibilities

• Client Service: provide exceptional service via inbound/outbound calls, email, and in-person interactions.
• Account Management: manage account openings, transfers, and requests as directed by the advisor.
• Administrative & Operational Support: schedule appointments, prepare meeting materials, manage correspondence, support marketing initiatives.
• Technology: learn MoneyGuide, Salesforce, and Microsoft Office products used by the firm.

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) in Raleigh, NC to support financial advisors and deliver exceptional client service. The role emphasizes handling client accounts, facilitating communication, and contributing to a positive client experience.

You will work with a large branch team, receive comprehensive training, and gain exposure to various operational tasks. Edward Jones values inclusion and long-term career growth in a collaborative environment.