Branch Office Administrator: Client Services & Operations

Edward Jones; Hailey (ID); On-site; USD 45,000 - 64,000; Full time

Benefits offered by this job

Comprehensive training

Large support network

Independent work with backing

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator (BOA) to deliver seamless client service, support client accounts, and maintain accurate records. You will communicate across calls, email, and in-person channels while assisting financial advisors to meet client goals.

This full-time role emphasizes training, regional support networks, and collaborative teamwork within a people‑centered firm that values diverse experiences.

Qualifications

• Analytical thinking and attention to detail essential for client service and account handling.
• Adaptability to changing client needs and busy periods in a branch.
• Strong communication skills for inbound/outbound calls, emails, and in-person interactions.
• Proficiency with MoneyGuide, Salesforce, and MS Office to support advisors and clients.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers and other requests at the direction of the financial advisor.
• Perform administrative tasks, schedule appointments, prepare materials for client meetings, and support marketing initiatives.
• Utilize technology tools and systems to streamline processes and support branch plans.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator (BOA) to deliver seamless client service, support client accounts, and maintain accurate records. You will communicate across calls, email, and in-person channels while assisting financial advisors to meet client goals.

This full-time role emphasizes training, regional support networks, and collaborative teamwork within a people‑centered firm that values diverse experiences.