Branch Office Administrator: Client Success & Operations

Edward Jones; Butte (MT); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Med/Dental/Vision

401k retirement plan

Paid holidays

Vacation & sick time

Job summary

Edward Jones seeks a Branch Office Administrator (BOA) to deliver high-quality client service and administrative support for financial advisors. You will manage client communications, processes, and documentation, helping families pursue their financial goals.

In this role you’ll learn the business, work with a broad network of colleagues, and support the branch's plan and events. A strong service mindset and comfort with technology will help you thrive in a community-focused firm.

Qualifications

• Ability to analyze client needs and support financial planning processes
• Strong attention to detail in handling client information and documentation
• Comfort with learning new software and processes to support advisors
• Excellent communication with clients, referral sources, and team members

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions
• Assist in account openings, transfers, and other requests under advisor direction
• Handle administrative tasks, prepare materials for client meetings, and support branch plans
• Use firm software (MoneyGuide, Salesforce, Office) to document activities and streamline workflows

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones seeks a Branch Office Administrator (BOA) to deliver high-quality client service and administrative support for financial advisors. You will manage client communications, processes, and documentation, helping families pursue their financial goals.

In this role you’ll learn the business, work with a broad network of colleagues, and support the branch's plan and events. A strong service mindset and comfort with technology will help you thrive in a community-focused firm.