Branch Office Administrator — Client Services & Growth

Edward Jones; Big Island (VA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision benefits

401k retirement plan

Holiday and vacation benefits

Job summary

Edward Jones is seeking a Branch Office Administrator to join the client service team, delivering seamless support to clients and assisting a team of financial advisors. You will manage client accounts, communications, and documentation with a focus on accuracy and service quality.

The BOA will work closely with advisors to implement the branch business plan, support scheduling and marketing initiatives, and participate in training and development programs designed to enhance client experiences

Qualifications

• Ability to deliver exceptional client service via calls, email and in-person interactions.
• Aptitude to learn the financial services industry and processes.
• Strong administrative and organizational capabilities.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Handle account openings, transfers and advisor-directed requests.
• Prepare materials for client meetings and support marketing initiatives.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator to join the client service team, delivering seamless support to clients and assisting a team of financial advisors. You will manage client accounts, communications, and documentation with a focus on accuracy and service quality.

The BOA will work closely with advisors to implement the branch business plan, support scheduling and marketing initiatives, and participate in training and development programs designed to enhance client experiences