Branch Office Administrator: Client Services & Growth

Edward Jones; New York (NY); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription benefits

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones is expanding its Branch Office Administrator (BOA) team to support financial advisors and clients across the United States. The BOA role emphasizes high-quality client service, administrative support, and collaboration with advisors to help clients reach their long-term financial goals.

The BOA position provides comprehensive training, a broad support network, and opportunities to grow within a large, privately-owned firm committed to positive client impact and professional

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Develop and maintain strong relationships with clients, referral sources, and internal teams.

Responsibilities

• Offer administrative and operational support under direction of the financial advisor.
• Assist with account openings, transfers, and documentation accuracy.
• Schedule appointments, prepare materials for client meetings, and support marketing initiatives.
• Learn and use MoneyGuide, Salesforce, and Microsoft Office products.

Job description

Edward Jones is expanding its Branch Office Administrator (BOA) team to support financial advisors and clients across the United States. The BOA role emphasizes high-quality client service, administrative support, and collaboration with advisors to help clients reach their long-term financial goals.

The BOA position provides comprehensive training, a broad support network, and opportunities to grow within a large, privately-owned firm committed to positive client impact and professional