Branch Office Administrator — Client Success & Operations

Edward Jones; Mesquite (TX); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation 15 days

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to join our team. You will support financial advisors, manage client communications, and help drive the branch’s client experience.

The role offers opportunities for growth in a collaborative, inclusive environment with extensive training. You will work closely with a large network of colleagues and participate in business planning, events, and client outreach while using MoneyGuide, Salesforce and Microsoft Office to streamline

Qualifications

• Client service via inbound/outbound calls, email and in-person interactions.
• Account opening, transfers, and other requests under the guidance of the advisor.
• Administrative tasks and supporting marketing initiatives; updating SOPs and branch plans.
• Willingness to learn MoneyGuide, Salesforce and firm-provided software.

Responsibilities

• Provide exceptional client service to maintain strong relationships.
• Support client accounts and ensure accurate records and communications.
• Assist in business planning and coordinating events and outreach.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to join our team. You will support financial advisors, manage client communications, and help drive the branch’s client experience.

The role offers opportunities for growth in a collaborative, inclusive environment with extensive training. You will work closely with a large network of colleagues and participate in business planning, events, and client outreach while using MoneyGuide, Salesforce and Microsoft Office to streamline