Branch Office Administrator - Client Services & Ops

Edward Jones; Austin (TX); On-site; USD 40,000 - 54,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and vision benefits

Disability insurance

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and client accounts, delivering high-quality service and facilitating communications. The role involves administrative tasks, account handling, and contributing to the branch’s strategic plan.

You will join a large, client-focused firm that emphasizes training, collaboration, and a supportive environment. The BOA position offers structured development and opportunities to grow within a nationally recognized

Qualifications

• Strong communication and client service abilities.
• Ability to learn financial services concepts quickly.
• Comfort with administrative tasks and process improvement.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in accounts handling, transfers, and documentation.
• Support branch marketing initiatives and scheduling.

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 (BOA) to support financial advisors and client accounts, delivering high-quality service and facilitating communications. The role involves administrative tasks, account handling, and contributing to the branch’s strategic plan.

You will join a large, client-focused firm that emphasizes training, collaboration, and a supportive environment. The BOA position offers structured development and opportunities to grow within a nationally recognized