Branch Office Administrator: Client Services & Operations

Edward Jones; Chelan (WA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Benefits package

401k

Paid holidays & vacation

Volunteer time off

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and clients in a fast-paced branch environment. The BOA will handle client communications, account-related tasks, and daily administrative duties to help deliver a positive client experience.

You will receive comprehensive training and be part of a large support network spanning the branch, region, and home office, with opportunities to grow within a collaborative, inclusive culture.

Qualifications

• Analytical thinking to assess client needs and processes.
• Attention to detail in managing client records and transactions.
• Adaptability to support advisors and adjust to branch priorities.

Responsibilities

• Provide exceptional client service via calls, email, and in-person visits.
• Handle account opening, transfers, and routine requests under advisor direction.
• Support administrative tasks and marketing initiatives; assist in branch planning.

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 (BOA) to support financial advisors and clients in a fast-paced branch environment. The BOA will handle client communications, account-related tasks, and daily administrative duties to help deliver a positive client experience.

You will receive comprehensive training and be part of a large support network spanning the branch, region, and home office, with opportunities to grow within a collaborative, inclusive culture.