Branch Office Administrator: Client Services & Operations

Edward Jones; Paragould (AR); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k

HSA / FSA

Paid holidays

Vacation & sick leave

Volunteer day

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to support financial advisors and clients. You will provide client service, handle account-related requests, and perform administrative tasks to help grow the branch.

The role offers comprehensive training and a broad internal support network. Join a team that emphasizes service quality, collaboration, and continuous development across a large client base.

Qualifications

• Excellent client service and communication skills.
• Inbound/outbound calls, email, and in-person interactions handled professionally.
• Interest in the financial services industry and client relationships.

Responsibilities

• Provide exceptional client service to clients via multiple channels and develop strong relationships.
• Assist in account opening, transfers, and follow-up requests per advisor direction.
• Support administrative tasks, scheduling, materials preparation, and SOP updates.
• Utilize technology tools like MoneyGuide, Salesforce, and MS Office to streamline tasks.

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 support financial advisors and clients. You will provide client service, handle account-related requests, and perform administrative tasks to help grow the branch.

The role offers comprehensive training and a broad internal support network. Join a team that emphasizes service quality, collaboration, and continuous development across a large client base.