Branch Office Administrator - Client Services & Admin Lead

Edward Jones; Kent (WA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays

Job summary

Edward Jones is hiring Branch Office Administrators (BOA) to support financial advisors and clients. The role emphasizes client service, administrative tasks, and a proactive approach to business planning. Training is provided, and the scope extends from branch to region and home office.

You will join a large, nationwide team dedicated to helping clients achieve their long-term goals. We value diverse backgrounds and offer a structure that rewards performance.

Qualifications

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor.
• Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Responsibilities

• Delivering exceptional personalized service to ensure clients feel understood and informed.
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listen for situations in the clients' lives that may indicate a need for additional services.
• Driving marketing activities such as planning and executing events.

Skills

Client Service

Account Management

Administrative Support

Technology

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring Branch Office Administrators (BOA) to support financial advisors and clients. The role emphasizes client service, administrative tasks, and a proactive approach to business planning. Training is provided, and the scope extends from branch to region and home office.

You will join a large, nationwide team dedicated to helping clients achieve their long-term goals. We value diverse backgrounds and offer a structure that rewards performance.