Branch Office Administrator — Client Services & Support

Edward Jones; Camden (SC); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical plan

Dental plan

Vision plan

Disability insurance

Life insurance

401k retirement

Paid holidays

Vacation days

Bonuses

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to join a collaborative team in the United States. You will provide seamless client support, manage accounts, and assist in daily branch operations while coordinating with financial advisors to help clients reach their long-term goals.

You’ll participate in comprehensive training, enjoy a broad support network, and contribute to marketing initiatives and events.

Qualifications

• Client Service: Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Account Management: Learn and understand the financial services industry; handle account openings, transfers, and requests under advisor direction.
• Administrative & Operational Support: Work independently under the advisor; schedule appointments, prepare meeting materials, manage correspondence, and support marketing initiatives.
• Technology: Proficient with computers; willingness to learn MoneyGuide, Salesforce, MS Office and other firm software.

Responsibilities

• Deliver exceptional personalized service to clients and ensure they feel understood and informed.
• Support client accounts and communications to maintain accurate client records.
• Assist in branch business planning and event execution to drive growth.
• Technical tasks include updates to SOPs and adoption of new tools.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to join a collaborative team in the United States. You will provide seamless client support, manage accounts, and assist in daily branch operations while coordinating with financial advisors to help clients reach their long-term goals.

You’ll participate in comprehensive training, enjoy a broad support network, and contribute to marketing initiatives and events.