Branch Office Administrator: Client Success & Ops

Edward Jones; Lampasas (TX); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to deliver seamless client service and administrative support to financial advisors. You’ll help with client accounts, communications, and routine transactions while growing with a supportive, training-focused team. A comprehensive onboarding program will set you up for success in a dynamic U.S.

branch network. You’ll work collaboratively, learn MoneyGuide, Salesforce and Microsoft Office, and contribute to marketing initiatives and

Qualifications

• Analytical thinking to assess client needs and data
• Attention to detail for accurate client records and docs
• Adaptability to handle changing client situations
• Strong conversational skills for client interactions
• Proficiency with MoneyGuide, Salesforce and Office tools
• Collaborative approach within a branch and region team

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions
• Assist in account opening, transfers, and routine client requests
• Support administrative tasks and coordinate branch marketing initiatives
• Learn and apply firm-provided software and processes to support advisors

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 deliver seamless client service and administrative support to financial advisors. You’ll help with client accounts, communications, and routine transactions while growing with a supportive, training-focused team. A comprehensive onboarding program will set you up for success in a dynamic U.S.

branch network. You’ll work collaboratively, learn MoneyGuide, Salesforce and Microsoft Office, and contribute to marketing initiatives and