Branch Office Administrator & Client Services Specialist

Edward Jones; New Bern (NC); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental and vision coverage

401k retirement plan

Ten paid holidays per year

15 vacation days per year

Volunteer time

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with exceptional service and efficient branch operations. This role emphasizes accurate client communication, administrative coordination, and proactive support to the advisor team.

As a BOA, you will engage in daily client interactions, prepare materials for meetings, and help manage scheduling, documentation, and marketing activities.

Qualifications

• Analytical thinking to assess client needs and processes.
• Attention to detail for accurate handling of client information.
• Adaptability to support changing priorities and client scenarios.
• Strong communication skills for client interactions via calls, email, and in-person.
• Proficiency with digital tools and firm-provided software.
• Collaborative work style within a large support network.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and routine requests under guidance of a financial advisor.
• Perform administrative tasks, scheduling, meeting preparation, and marketing support.
• Learn and apply firm software (MoneyGuide, Salesforce, Microsoft Office).

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 support financial advisors and clients with exceptional service and efficient branch operations. This role emphasizes accurate client communication, administrative coordination, and proactive support to the advisor team.

As a BOA, you will engage in daily client interactions, prepare materials for meetings, and help manage scheduling, documentation, and marketing activities.