Branch Office Administrator: Client Services & Growth

Edward Jones; North Carolina; On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical benefits

Dental coverage

Vision coverage

401k retirement plan

Paid holidays

Vacation time

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients, handling accounts and communications. The role offers comprehensive training and a large supportive network across branches and regions.

As a BOA, you will deliver personalized service, manage client inquiries, and assist in annual planning while supporting marketing and operational activities. Edward Jones emphasizes inclusion, development, and a culture of belonging.

Qualifications

• Client service experience or strong customer focus.
• Ability to handle inquiries and resolve issues via multiple channels.
• Interest in financial services industry.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account openings, transfers and other requests per the financial advisor.
• Perform administrative tasks and support branch business plan execution.
• Learn and use technology tools to support clients and marketing initiatives.

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 to support financial advisors and clients, handling accounts and communications. The role offers comprehensive training and a large supportive network across branches and regions.

As a BOA, you will deliver personalized service, manage client inquiries, and assist in annual planning while supporting marketing and operational activities. Edward Jones emphasizes inclusion, development, and a culture of belonging.