Branch Office Administrator - Client Services & Growth

Edward Jones; North Port (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical & dental

401k

Paid holidays

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to support financial advisors and clients with administrative tasks, account handling, and client communications. The role offers structured training, a broad support network, and opportunities to grow within a privately-held firm.

The BOA will contribute to business planning, deliver personalized service, and engage in marketing activities while leveraging MoneyGuide, Salesforce, and Microsoft Office tools.

Qualifications

• Excellent client service and communication abilities.
• Ability to learn financial service processes and tools.
• Strong organization and problem-solving skills.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Assist in client account handling, openings, transfers, and documentation with accuracy.
• Support branch operations and marketing initiatives as directed by the advisor.
• Utilize MoneyGuide, Salesforce and MS Office to streamline workflows and SOP updates.

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 support financial advisors and clients with administrative tasks, account handling, and client communications. The role offers structured training, a broad support network, and opportunities to grow within a privately-held firm.

The BOA will contribute to business planning, deliver personalized service, and engage in marketing activities while leveraging MoneyGuide, Salesforce, and Microsoft Office tools.