Branch Office Administrator: Client Services & Growth

Edward Jones; Harbor Springs (MI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical & prescription benefits

Dental & vision coverage

401(k) retirement plan

Paid holidays & vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to join our team and provide essential client service support. The role centers on helping clients with accounts, inquiries, and communications while supporting the financial advisors in achieving long-term goals.

As a BOA, you will participate in comprehensive training and collaborate with a large network of colleagues across the branch, region, and home office. This is a full-time opportunity with a strong benefits package.

Qualifications

• Strong analytical thinking to assess client needs and data.
• Attention to detail for accurate client records and documentation.
• Adaptability to support a dynamic financial advisory team.
• Excellent communication with clients and internal colleagues.
• Proficiency with MoneyGuide, Salesforce and MS Office tools.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Support account opening, transfers, and paperwork under advisor direction.
• Perform administrative tasks and coordinate branch activities and events.
• Utilize technology to streamline processes and support the branch business plan.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to join our team and provide essential client service support. The role centers on helping clients with accounts, inquiries, and communications while supporting the financial advisors in achieving long-term goals.

As a BOA, you will participate in comprehensive training and collaborate with a large network of colleagues across the branch, region, and home office. This is a full-time opportunity with a strong benefits package.