Branch Office Administrator: Client Services & Operations

Edward Jones; Derby (KS); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

6-month training

Employee benefits

Bonus opportunities

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to join a nationwide network of financial advisors. You will provide seamless client support, handle inquiries, and help maintain client records.

The role includes coordinating communications, scheduling, and contributing to the branch business plan. You will be part of a large support team in a training-rich environment, with opportunities to grow while navigating a dynamic financial services landscape.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Develop and maintain strong relationships with clients, referral sources, and internal teams.
• Manage account opening, transfers, and other requests under the direction of the financial advisor.

Responsibilities

• Support client accounts and communication; ensure a positive client experience.
• Assist in developing strategies during annual business planning.
• Perform administrative tasks and support marketing initiatives; update SOPs.

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 join a nationwide network of financial advisors. You will provide seamless client support, handle inquiries, and help maintain client records.

The role includes coordinating communications, scheduling, and contributing to the branch business plan. You will be part of a large support team in a training-rich environment, with opportunities to grow while navigating a dynamic financial services landscape.