Branch Office Administrator - Client Services & Operations

Edward Jones; Portland (OR); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Disability insurance

401k plan

Paid holidays

Job summary

Edward Jones in Portland, Oregon, is seeking a Branch Office Administrator (BOA) to provide seamless client support, assist financial advisors, and help manage accounts and communications. The role emphasizes delivering exceptional service and maintaining accurate client records in a dynamic financial services environment.

You will work with a large, nationwide team, receive comprehensive training, and have access to a broad benefits package designed to support professional growth and long‑term

Qualifications

• Client-focused service mindset with strong communication.
• Ability to learn financial services processes and account handling.
• Independent work style with initiative while supporting a team.
• Proficiency with common office software.

Responsibilities

• Provide exceptional client service via calls, email, and in‑person interactions.
• Manage accounts, transfers, and documentation per advisor direction.
• Support branch operations, scheduling, meetings, and SOP updates.
• Learn MoneyGuide, Salesforce, and Microsoft Office to support advisors.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones in Portland, Oregon, is seeking a Branch Office Administrator (BOA) to provide seamless client support, assist financial advisors, and help manage accounts and communications. The role emphasizes delivering exceptional service and maintaining accurate client records in a dynamic financial services environment.

You will work with a large, nationwide team, receive comprehensive training, and have access to a broad benefits package designed to support professional growth and long‑term