Branch Office Administrator: Client Services & Growth

Edward Jones; Middlesborough (KY); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical & prescription

Dental & Vision

401k plan

Paid holidays & vacation

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and serve clients across the branch network. You will handle client inquiries, coordinate appointments, and assist with account-related tasks in a fast paced, client-centric environment.

Join a Fortune 500 firm that values collaboration, development, and inclusion. This role offers full-time hours, comprehensive training, and opportunities to grow with a national network of advisors and staff.

Qualifications

• Strong client service skills and the ability to handle inquiries.
• Willingness to learn financial services processes.
• Ability to work with a financial advisor and support staff.

Responsibilities

• Provide exceptional service to clients via calls, email, and in‑person interactions.
• Assist in opening accounts and handling transfers as directed.
• Schedule appointments and prepare materials for client meetings.
• Support marketing initiatives and maintain accurate client records.

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 (BOA) to support financial advisors and serve clients across the branch network. You will handle client inquiries, coordinate appointments, and assist with account-related tasks in a fast paced, client-centric environment.

Join a Fortune 500 firm that values collaboration, development, and inclusion. This role offers full-time hours, comprehensive training, and opportunities to grow with a national network of advisors and staff.