Branch Office Administrator: Client Services & Operations

Edward Jones; Roanoke (VA); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

6-month training program

Extensive support network

Team backing across branch/region/home

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client service, support financial advisors, and help manage client accounts and communications. This role offers hands-on training and exposure to a wide network of colleagues across the branch, region, and home office.

You’ll grow through structured mentorship and a collaborative team culture. The BOA position emphasizes independent work within a large support framework, with opportunities to participate in business

Qualifications

• Exceptional client service and communication skills.
• Ability to manage accounts and document handling.
• Independent work style with initiative.
• Proficiency with common office software.
• Ability to support marketing initiatives.
• Comfort working in a team with training provided.

Responsibilities

• Provide exceptional service to clients via calls, email, and in-person interactions.
• Learn financial services basics and assist with account openings/transfers.
• Support branch operations, schedule meetings, prepare materials.
• Support marketing initiatives and update SOPs.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client service, support financial advisors, and help manage client accounts and communications. This role offers hands-on training and exposure to a wide network of colleagues across the branch, region, and home office.

You’ll grow through structured mentorship and a collaborative team culture. The BOA position emphasizes independent work within a large support framework, with opportunities to participate in business