Branch Office Pro: Client Service & Admin Support

Edward Jones; Amarillo (TX); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Medical coverage

HSA

FSA

Voluntary benefits

EAP

Retirement plan

Job summary

Edward Jones is seeking a Branch Office Administrator to join our team in a dynamic, client-focused environment. You will provide seamless support to clients, handle communications, and assist advisors in daily operations.

This role offers growth opportunities within a Fortune 500 firm that values people and community impact. As a BOA, you’ll participate in business planning, manage client accounts, and drive events or outreach activities.

Qualifications

• Analytical thinking and problem solving.
• Attention to detail in client communications and documentation.
• Adaptability to fast-changing financial services environment.
• Strong verbal and written communication with clients.
• Proficiency with common financial software and tools.
• Ability to collaborate across teams and branches.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist with account openings, transfers, and documentation for advisors.
• Perform administrative tasks and support branch business planning.
• Learn and utilize firm software and technology to support client needs.

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 to join our team in a dynamic, client-focused environment. You will provide seamless support to clients, handle communications, and assist advisors in daily operations.

This role offers growth opportunities within a Fortune 500 firm that values people and community impact. As a BOA, you’ll participate in business planning, manage client accounts, and drive events or outreach activities.