Branch Office Administrator - Client Services & Operations

Edward Jones; Paw Paw (MI); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Medical & prescription

Dental & Vision

401k retirement plan

Paid holidays

Vacation

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) in Michigan. In this entry-level role, you’ll provide seamless support to clients, assist financial advisors, manage accounts, and help drive branch initiatives in a collaborative environment.

You’ll receive comprehensive training and join a large network backed by thousands of colleagues. The role emphasizes client service, administrative duties, and ongoing development within a nation-wide financial services firm.

Qualifications

• Demonstrate analytical thinking to interpret client needs.
• Strong attention to detail in client records and transactions.
• Adaptability to a fast-changing financial services environment.
• Excellent conversational skills for client interactions.
• Proficient use of digital tools and firm software.
• Collaborate effectively with team members and advisors.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Support account management tasks such as account openings and transfers.
• Assist with administrative tasks, scheduling, and marketing initiatives.
• Learn and apply MoneyGuide, Salesforce, and Microsoft Office in daily work.

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) in Michigan. In this entry-level role, you’ll provide seamless support to clients, assist financial advisors, manage accounts, and help drive branch initiatives in a collaborative environment.

You’ll receive comprehensive training and join a large network backed by thousands of colleagues. The role emphasizes client service, administrative duties, and ongoing development within a nation-wide financial services firm.