Branch Office Administrator — Client Services & Operations

Edward Jones; Chandler (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless support to financial advisors and their clients. You’ll manage client accounts, facilitate communication, and help ensure a positive client experience as you contribute to the branch’s daily operations.

The BOA role includes structured training, collaboration with a large support network, and opportunities to grow within a client-centric, community-focused financial services firm.

Qualifications

• Ability to deliver exceptional client service with strong communication.
• Aptitude for learning financial workflows and processes.
• Comfort with coordinating scheduling, documentation, and client interactions.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Support account management including opening, transfers and documentation.
• Assist in admin tasks, scheduling, materials prep for client meetings, and SOP updates.
• Utilize firm-provided software and tools to support daily operations.

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 seeking a Branch Office Administrator to provide seamless support to financial advisors and their clients. You’ll manage client accounts, facilitate communication, and help ensure a positive client experience as you contribute to the branch’s daily operations.

The BOA role includes structured training, collaboration with a large support network, and opportunities to grow within a client-centric, community-focused financial services firm.