Branch Office Administrator: Client Services & Operations

Edward Jones; Midlothian (VA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to join our team in the United States. You will support financial advisors by handling client communications, account processing, and administrative duties to ensure a smooth client experience.

The role includes training, extensive support from a large regional and home office network, and opportunities to contribute to branch planning and marketing efforts. A collaborative, client-focused mindset is essential.

Qualifications

• Strong client service and communication skills.
• Ability to learn the financial services industry and manage client accounts.
• Proven ability to work independently while supporting the branch business plan.
• Proficiency with MoneyGuide, Salesforce, and Microsoft Office applications.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account openings, transfers, and documentation under guidance of a financial advisor.
• Schedule appointments, prepare meeting materials, manage correspondence, and support marketing initiatives.
• Update SOPs and contribute to the branch’s annual business planning process.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator (BOA) to join our team in the United States. You will support financial advisors by handling client communications, account processing, and administrative duties to ensure a smooth client experience.

The role includes training, extensive support from a large regional and home office network, and opportunities to contribute to branch planning and marketing efforts. A collaborative, client-focused mindset is essential.