Branch Office Administrator: Client Services & Growth

Edward Jones; Elizabeth (IL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to support financial advisors and clients. You’ll help with client accounts, communications, and a positive client experience in a dynamic environment.

You’ll receive six months of comprehensive training, a broad support network, and opportunities to grow within a large, privately-held firm. A strong emphasis on service and teamwork drives daily activity.

Qualifications

• Ability to provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Aptitude to learn the financial services industry including account openings and transfers.
• Independent work at the direction of a financial advisor with strong administrative support.

Responsibilities

• Provide exceptional service to clients via calls, email, and in-person interactions.
• Manage accounts: openings, transfers, and requests per the advisor's direction.
• Support branch operations: scheduling, materials, and marketing initiatives.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator (BOA) to support financial advisors and clients. You’ll help with client accounts, communications, and a positive client experience in a dynamic environment.

You’ll receive six months of comprehensive training, a broad support network, and opportunities to grow within a large, privately-held firm. A strong emphasis on service and teamwork drives daily activity.