Branch Office Administrator: Client Services & Admin

Edward Jones; Tallahassee (FL); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k plan

Paid holidays

Vacation days

Disability insurance

Volunteer days

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors in delivering exemplary client service and maintaining accurate client records. You will handle inquiries, account-related requests, and coordination of communications within a large, people‑focused team.

The BOA role offers training, a broad support network, and potential merit-based growth, with comprehensive employee benefits and a path to professional development within a privately held firm.

Qualifications

• Analytical thinking and attention to detail are essential.
• Strong communication and interpersonal skills for client interactions.
• Ability to adapt to a dynamic financial services environment.
• Proficiency with MS Office and firm software is expected.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in‑person interactions.
• Assist in account opening, transfers, and documentation per advisor directions.
• Support branch operations, scheduling, and material preparation for client meetings.
• Collaborate with the advisor team on marketing initiatives and SOP updates.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MS Office

Firm Software

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors in delivering exemplary client service and maintaining accurate client records. You will handle inquiries, account-related requests, and coordination of communications within a large, people‑focused team.

The BOA role offers training, a broad support network, and potential merit-based growth, with comprehensive employee benefits and a path to professional development within a privately held firm.