Branch Office Administrator: Client Services & Operations

Edward Jones; Tupelo (MS); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical & prescription coverage

Dental & vision benefits

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients in a dynamic, client‑facing role. You will handle inquiries, maintain client records, and contribute to the annual business plan while working with a large team for guidance and growth.

The BOA position emphasizes strong communication, organizational skills, and a willingness to learn new tools such as MoneyGuide and Salesforce in a supportive, inclusive environment.

Qualifications

• Strong analytical thinking and problem solving.
• Excellent attention to detail in client documentation.
• Adaptability to a fast-paced financial services environment.
• Strong verbal and written communication with clients.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Manage accounts, transfers, and documentation under the direction of the financial advisor.
• Perform administrative and operational tasks to support branch activities.
• Utilize MoneyGuide, Salesforce and MS Office to streamline processes.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients in a dynamic, client‑facing role. You will handle inquiries, maintain client records, and contribute to the annual business plan while working with a large team for guidance and growth.

The BOA position emphasizes strong communication, organizational skills, and a willingness to learn new tools such as MoneyGuide and Salesforce in a supportive, inclusive environment.