Branch Office Administrator: Client Services & Operations

Edward Jones; Festus (MO); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

401k plan

Medical benefits

Paid holidays

Vacation time

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to provide essential support to financial advisors and clients. You will assist with client accounts, communications, and administrative tasks while contributing to a positive client experience.

The role offers comprehensive training and a broad support network, with opportunities to participate in branch marketing and community activities. A dedicated pathway for growth and development is provided.

Qualifications

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Assist in opening accounts, handling transfers and other requests under the guidance of a financial advisor.
• Prepare materials for client meetings and support branch marketing initiatives.

Responsibilities

• Deliver personalized client service to ensure clients feel understood and informed.
• Support annual business planning and help develop strategies for the upcoming year.
• Actively listen for client situations signaling a need for additional services.

Skills

Client Service

Account Management

Administrative Support

Tech Literacy

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator (BOA) to provide essential support to financial advisors and clients. You will assist with client accounts, communications, and administrative tasks while contributing to a positive client experience.

The role offers comprehensive training and a broad support network, with opportunities to participate in branch marketing and community activities. A dedicated pathway for growth and development is provided.