Branch Office Administrator: Client Support & Growth

Edward Jones; High Point (NC); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Job summary

Edward Jones in the United States seeks a Branch Office Administrator to provide seamless support to clients and the advisory team. You’ll assist with client accounts, facilitate communication, and help ensure a positive client experience in a dynamic environment.

As a BOA you’ll receive comprehensive training and belong to a large network that spans branch offices regionally and at the home office, with thousands of colleagues backing you at every step.

Qualifications

• Client service: provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account management: learn and understand the financial services industry; handle account opening, transfers, and other requests as directed by the advisor.
• Administrative & operational support: work independently under the advisor; scheduling, preparing materials for meetings, managing correspondence, supporting marketing initiatives.

Responsibilities

• Delivering exceptional personalized service to ensure clients feel understood and informed.
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listen for situations in clients’ lives that may indicate a need for additional services.
• Driving marketing activities such as planning and executing events.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Team Collaboration

Customer service mindset

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States seeks a Branch Office Administrator to provide seamless support to clients and the advisory team. You’ll assist with client accounts, facilitate communication, and help ensure a positive client experience in a dynamic environment.

As a BOA you’ll receive comprehensive training and belong to a large network that spans branch offices regionally and at the home office, with thousands of colleagues backing you at every step.