Branch Office Administrator: Client Success & Operations

Edward Jones; North Little Rock (AR); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Paid holidays

Paid vacation

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and clients in a dynamic, client-focused environment. You will contribute to account management, communications, and daily operations while receiving structured training and a broad support network.

The role emphasizes exceptional service, collaboration, and the use of technology tools such as MoneyGuide, Salesforce, and Microsoft Office.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry and account handling.
• Support branch business planning and marketing initiatives.
• Proficient with MoneyGuide, Salesforce, and Microsoft Office.

Responsibilities

• Deliver client service via calls, email, and in-person interactions.
• Manage accounts incl. opening, transfers, and documentation.
• Provide administrative and operational support to the advisor and team.
• Utilize firm-provided software and technologies.

Skills

Client Service

Account Management

Administrative Support

Technology

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tools

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and clients in a dynamic, client-focused environment. You will contribute to account management, communications, and daily operations while receiving structured training and a broad support network.

The role emphasizes exceptional service, collaboration, and the use of technology tools such as MoneyGuide, Salesforce, and Microsoft Office.