Branch Office Administrator — Client Services & Operations

Edward Jones; Yelm (WA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Ten paid holidays

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to deliver exceptional client service and support for a team of financial advisors. You’ll manage client accounts, facilitate communications, and help ensure a seamless client experience in a dynamic, client-focused environment.

The BOA role involves administrative duties, scheduling, preparing materials for meetings, and supporting marketing initiatives.

Qualifications

• Client service excellence across calls, email, and in-person.
• Account management including openings and transfers.
• Administrative and operational support to advisors.
• Willingness to learn new technologies.

Responsibilities

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and processing requests.
• Schedule appointments, prepare meeting materials, manage correspondence, support marketing.
• Learn and use firm-provided software such as MoneyGuide, Salesforce, and Microsoft Office.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to deliver exceptional client service and support for a team of financial advisors. You’ll manage client accounts, facilitate communications, and help ensure a seamless client experience in a dynamic, client-focused environment.

The BOA role involves administrative duties, scheduling, preparing materials for meetings, and supporting marketing initiatives.