Branch Office Administrator: Client Support & Growth

Edward Jones; Edmond (OK); On-site; USD 38,000 - 50,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to deliver exceptional client service, support account activities, and provide administrative and marketing assistance. You will be part of a large support network, helping advisors serve nine million clients with a focus on accuracy and client experience.

The role involves training, independence with team backing, and opportunities for professional growth within a culture that values belonging and continuous improvement.

Qualifications

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry; assist with account openings and transfers as directed by a financial advisor.
• Perform administrative tasks, scheduling, materials preparation, and support marketing initiatives.
• Proficient with MoneyGuide, Salesforce, and MS Office; willingness to learn firm-provided software.

Responsibilities

• Deliver exceptional client service through multiple communication channels.
• Assist in account openings, transfers, and documentation under advisor guidance.
• Provide administrative and operational support and manage branch marketing activities.
• Support the branch business plan and SOP updates, driving efficiency.

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 deliver exceptional client service, support account activities, and provide administrative and marketing assistance. You will be part of a large support network, helping advisors serve nine million clients with a focus on accuracy and client experience.

The role involves training, independence with team backing, and opportunities for professional growth within a culture that values belonging and continuous improvement.