Branch Office Administrator: Client Services & Growth

Edward Jones; Highland (IN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid holidays

Vacation days

Job summary

Edward Jones is seeking a Branch Office Administrator to partner with financial advisors and support client accounts, communications, and daily operations. You’ll deliver exceptional service, help execute the branch business plan, and contribute to a positive client experience in a collaborative environment.

Join a Fortune 500 firm that emphasizes inclusion, development, and community impact, with comprehensive training, a broad support network, and opportunities for career growth as a BOA.

Qualifications

• Strong client service and communication skills are essential.
• Ability to learn and operate financial software and administrative tools.
• Comfort with handling inbound/outbound calls and emails.
• Proactive problem-solving and meticulous record-keeping.

Responsibilities

• Provide exceptional service to clients via calls, email, and in-person interactions.
• Assist with account opening, transfers, and documentation under the advisor’s direction.
• Schedule appointments, prepare materials for client meetings, and support marketing initiatives.
• Maintain accurate client records and streamline branch processes.

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 partner with financial advisors and support client accounts, communications, and daily operations. You’ll deliver exceptional service, help execute the branch business plan, and contribute to a positive client experience in a collaborative environment.

Join a Fortune 500 firm that emphasizes inclusion, development, and community impact, with comprehensive training, a broad support network, and opportunities for career growth as a BOA.