Branch Office Administrator: Client Services & Operations

Edward Jones; Manassas (VA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

401(k) retirement plan

Ten paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support, assist with accounts, and help execute the branch business plan. You’ll work with a team of advisors to deliver personalized service and drive business growth in a dynamic environment.

The BOA role offers comprehensive training, strong internal support, and opportunities for professional development within Edward Jones’ private, client-focused culture.

Qualifications

• Client service excellence via calls, email, and in-person interactions.
• Account opening, handling transfers and documentation with accuracy.
• Administrative tasks, scheduling, materials for meetings, and marketing support.
• Willingness to learn MoneyGuide, Salesforce, and MS Office.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and maintaining accurate client records.
• Support branch operations, schedules, materials for client meetings, and marketing initiatives.

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 seamless client support, assist with accounts, and help execute the branch business plan. You’ll work with a team of advisors to deliver personalized service and drive business growth in a dynamic environment.

The BOA role offers comprehensive training, strong internal support, and opportunities for professional development within Edward Jones’ private, client-focused culture.