Branch Office Administrator: Client Services & Growth

Edward Jones; Appleton (MN); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

6-month training

Large support network

Growth opportunities

Job summary

Edward Jones in the United States is hiring a Branch Office Administrator (BOA) to provide essential administrative support to financial advisors and their teams. You will help clients with inquiries, manage accounts, and coordinate communications to ensure a positive client experience.

The role includes six months of training, access to a broad support network, and opportunities to grow with the firm. You’ll contribute to planning, events, and a client-focused culture at Edward Jones, a Fortune

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and understand financial services to manage accounts and transfers for advisors.
• Support administrative tasks and optimize branch operations with SOP updates.
• Proficient with common IT tools and CRM software to aid daily tasks.

Responsibilities

• Deliver service to clients, build relationships, and resolve inquiries.
• Participate in annual business planning and strategizing with the team.
• Assist in planning and executing marketing events and outreach activities.
• Collaborate with advisors and staff to ensure smooth operations.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones in the United States is hiring a Branch Office Administrator (BOA) to provide essential administrative support to financial advisors and their teams. You will help clients with inquiries, manage accounts, and coordinate communications to ensure a positive client experience.

The role includes six months of training, access to a broad support network, and opportunities to grow with the firm. You’ll contribute to planning, events, and a client-focused culture at Edward Jones, a Fortune