Branch Office Administrator: Client Services & Operations

Edward Jones; Castle Rock (WA); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision Insurance

401k retirement plan

Paid holidays

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 accounts, facilitate communication, and ensure a positive client experience as you contribute to the branch's daily operations.

The role offers six months of training, mentorship, and a broad support network from branch to home office. You will develop your career in a collaborative environment with opportunities to participate in business planning,

Qualifications

• Analytical thinking to assess client needs and data
• Attention to detail for accurate client records and processes
• Adaptability to support changing priorities and schedules
• Strong conversational skills for client communication
• Comfort with digital tools and financial software
• Collaborates effectively with teammates and advisors

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn financial services processes including account openings and transfers.
• Support administrative tasks and branch operations under the advisor's direction.
• Assist in planning and executing branch marketing events and initiatives.
• Proactively identify client needs and communicate potential services.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

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 accounts, facilitate communication, and ensure a positive client experience as you contribute to the branch's daily operations.

The role offers six months of training, mentorship, and a broad support network from branch to home office. You will develop your career in a collaborative environment with opportunities to participate in business planning,