Branch Office Administrator - Client Services & Ops

Edward Jones; Elizabeth (IL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical benefits

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to join our client-focused team in the United States. You will provide administrative support to one or more financial advisors, help manage client accounts, and ensure a seamless, positive client experience across channels.

This role includes comprehensive training, a broad support network, and opportunities for long-term career growth within a nationally recognized firm that values inclusion and professional development.

Qualifications

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Support account opening, transfers, and documentation with financial advisors.
• Plan and coordinate branch activities and client meetings.

Responsibilities

• Deliver outstanding client service and build strong relationships with clients and referral sources.
• Support annual business planning and marketing events for the branch.
• Assist in account openings, transfers, and documentation as directed by the advisor.
• Operate with MoneyGuide, Salesforce and Microsoft Office to streamline workflows.

Skills

Client Service

Account Mgmt

Administrative Tasks

Tech Proficiency

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to join our client-focused team in the United States. You will provide administrative support to one or more financial advisors, help manage client accounts, and ensure a seamless, positive client experience across channels.

This role includes comprehensive training, a broad support network, and opportunities for long-term career growth within a nationally recognized firm that values inclusion and professional development.