Branch Office Administrator - Client Services & Growth

Edward Jones; Tallahassee (FL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

401k retirement plan

Paid holidays

Job summary

Edward Jones in the United States is hiring a Branch Office Administrator to provide seamless support to our financial advisors and clients. You will handle client accounts, coordinate communication, and help ensure a positive client experience in a dynamic, client-focused environment.

This full-time BOA role offers comprehensive training, integration with a large support network, and opportunities to grow your career within a Fortune 500 company that values inclusion, development, and

Qualifications

• Deliver exceptional client service via inbound/outbound calls, email and in-person interactions.
• Assist in annual business planning to develop strategies for the upcoming year.
• Listen actively to identify client needs and opportunities for additional services.
• Support marketing activities including event planning and execution.

Responsibilities

• Provide exceptional service to clients via multiple communication channels.
• Learn and understand the financial services industry, including account opening and transfers.
• Perform administrative tasks under the direction of the financial advisor; manage scheduling and materials.
• Support branch business planning and SOP updates to improve efficiency and client experience.

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 hiring a Branch Office Administrator to provide seamless support to our financial advisors and clients. You will handle client accounts, coordinate communication, and help ensure a positive client experience in a dynamic, client-focused environment.

This full-time BOA role offers comprehensive training, integration with a large support network, and opportunities to grow your career within a Fortune 500 company that values inclusion, development, and