Branch Office Administrator: Client Success & Operations

Edward Jones; Lafayette (CO); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical & prescription

Dental

Vision

401k plan

Paid holidays

Vacation days

Volunteer time

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to provide essential client service and administrative support within a U.S. branch.

You will assist advisors by managing client inquiries, coordinating accounts, and handling daily office operations in a dynamic, client-focused environment. The role includes training, a broad support network, and the opportunity to grow with a large, private firm committed to client impact and community.

Qualifications

• Provide excellent service to clients via inbound/outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry including account openings and transfers.
• Support branch business plans and marketing initiatives while working with a team.

Responsibilities

• Client Service: Deliver exceptional service and build client relationships.
• Account Management: Learn processes for account openings/transfers and documentation.
• Administrative & Operational Support: Schedule, prepare materials, manage correspondence and SOPs.
• Technology: Apply firm software and tools and stay open to new programs.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator (BOA) to provide essential client service and administrative support within a U.S. branch.

You will assist advisors by managing client inquiries, coordinating accounts, and handling daily office operations in a dynamic, client-focused environment. The role includes training, a broad support network, and the opportunity to grow with a large, private firm committed to client impact and community.