Branch Office Administrator: Client Services & Operations

Edward Jones; Pennsylvania; On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical & prescription benefits

Dental & vision coverage

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones is actively seeking a Branch Office Administrator to join our team and provide seamless client service and administrative support. You will assist financial advisors, manage client accounts, and help ensure a positive client experience across calls, emails, and in-person interactions.

As a BOA, you’ll play a key role in account opening, transfers, and documenting client activity while contributing to the branch business plan and marketing initiatives.

Qualifications

• Customer service and communication skills required.
• Willingness to learn financial services basics.
• Strong computer literacy and familiarity with common software tools.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Open accounts and transfers under the advisor's direction.
• Prepare documentation and maintain accurate client records.
• Schedule appointments and support 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 actively seeking a Branch Office Administrator to join our team and provide seamless client service and administrative support. You will assist financial advisors, manage client accounts, and help ensure a positive client experience across calls, emails, and in-person interactions.

As a BOA, you’ll play a key role in account opening, transfers, and documenting client activity while contributing to the branch business plan and marketing initiatives.