Branch Office Administrator: Client Services & Growth

Edward Jones; Irving (TX); On-site; USD 42,000 - 52,000; 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 provide essential client service, manage accounts, and support daily branch operations. You will play a key role in facilitating communication, maintaining client records, and aiding in the execution of the annual business plan.

Training and a broad support network accompany the role. The BOA position offers opportunities to grow within a large, privately-owned financial services firm, with a commitment to client-first service and a

Qualifications

• Analytical mindset to support client accounts and processes.
• Attention to detail in handling client records and documentation.
• Adaptability to support varying client needs and branch priorities.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and other requests under advisor guidance.
• Support scheduling, materials prep for meetings, and marketing initiatives.
• Help update SOPs and contribute to 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 hiring a Branch Office Administrator (BOA) to provide essential client service, manage accounts, and support daily branch operations. You will play a key role in facilitating communication, maintaining client records, and aiding in the execution of the annual business plan.

Training and a broad support network accompany the role. The BOA position offers opportunities to grow within a large, privately-owned financial services firm, with a commitment to client-first service and a