Branch Office Administrator: Client Services & Operations

Edward Jones; Glen Carbon (IL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Benefits package

Bonuses potential

Job summary

Edward Jones is seeking a dedicated Branch Office Administrator (BOA) to support financial advisors and clients. You will handle client communications, account-related tasks, and administrative duties to ensure a seamless client experience.

Join a large, client-focused firm with extensive training, a broad support network, and opportunities for growth within a private, employee-friendly environment.

Qualifications

• Ability to provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn financial services basics including account opening, transfers, and requests per advisor guidance.
• Strong independent work ethic with ability to support branch operations and marketing initiatives.
• Proficiency with MoneyGuide, Salesforce, and Microsoft Office.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account opening, transfers, and other requests per advisor direction; maintain accurate client records.
• Administrative support: scheduling, preparing materials for client meetings, managing correspondence, supporting marketing initiatives, updating SOPs.
• Learn and utilize firm-provided software and tools to streamline branch operations.

Skills

Analytical thinking

Attention to detail

Adaptability

Communication skills

Digital tools

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a dedicated Branch Office Administrator (BOA) to support financial advisors and clients. You will handle client communications, account-related tasks, and administrative duties to ensure a seamless client experience.

Join a large, client-focused firm with extensive training, a broad support network, and opportunities for growth within a private, employee-friendly environment.