Branch Office Administrator: Client Services & Operations

Edward Jones; Franklin (TN); On-site; USD 48,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription benefits

401k retirement plan

Paid time off & holidays

Bonus opportunities

Job summary

Edward Jones is seeking a Branch Office Administrator to provide essential client support and coordination for a financial advisory team. You’ll handle client accounts, communications, and daily administrative tasks to ensure a smooth client experience.

The BOA role offers comprehensive training, a collaborative environment, and opportunities to grow within a privately held firm that values service, integrity, and professional development.

Qualifications

• Analytical thinking and attention to detail to support client accounts and processes.
• Ability to adapt to changing schedules and client needs.
• Strong communication skills for client interactions both verbally and in writing.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account management tasks including openings, transfers, and documentation.
• Manage scheduling, meeting materials, correspondence, and support marketing initiatives.
• Learn and use MoneyGuide, Salesforce, and Microsoft Office to support advisors.

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 to provide essential client support and coordination for a financial advisory team. You’ll handle client accounts, communications, and daily administrative tasks to ensure a smooth client experience.

The BOA role offers comprehensive training, a collaborative environment, and opportunities to grow within a privately held firm that values service, integrity, and professional development.