Branch Office Administrator: Client Services & Growth

Edward Jones; Natchitoches (LA); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k

Paid holidays

Vacation days

Volunteer time off

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator (BOA) to support financial advisors and clients. You will handle client communications, account requests, and administrative tasks to ensure smooth operations.

This role offers comprehensive training and a wide support network, with opportunities to grow within a large, privately held firm focused on client outcomes.

Qualifications

• Candidates should demonstrate strong analytical thinking and attention to detail.
• Ability to adapt to varying client needs and environments.
• Excellent communication skills for client interactions and teamwork.
• Proficiency with MoneyGuide, Salesforce, and MS Office to support advisors.

Responsibilities

• Provide outstanding client service via inbound/outbound calls, emails, and in-person interactions.
• Assist in account openings, transfers, and documentation with adherence to firm procedures.
• Schedule appointments, prepare materials for client meetings, and manage correspondence.
• Support marketing initiatives and contribute to branch business planning.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator (BOA) to support financial advisors and clients. You will handle client communications, account requests, and administrative tasks to ensure smooth operations.

This role offers comprehensive training and a wide support network, with opportunities to grow within a large, privately held firm focused on client outcomes.