Client-Centric Branch Administrator

Edward Jones; Bedford (NH); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients with daily account activities, communications, and meeting preparations. The role emphasizes exceptional service, accuracy, and collaboration within a large network.

You will leverage tools like MoneyGuide and Salesforce to assist advisors and ensure smooth branch operations. As a full-time BOA, you will work closely with a team to deliver personalized client experiences, participate in business

Qualifications

• Strong client service mindset with the ability to listen, assess, and respond to inquiries.
• Aptitude to learn financial services concepts and support account handling.
• Independent, organized work style with proactive problem solving.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation under the direction of a financial advisor.
• Provide administrative and operational support, scheduling, materials prep, and SOP updates.
• Utilize firm-provided software to support clients and 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 hiring a Branch Office Administrator to support financial advisors and clients with daily account activities, communications, and meeting preparations. The role emphasizes exceptional service, accuracy, and collaboration within a large network.

You will leverage tools like MoneyGuide and Salesforce to assist advisors and ensure smooth branch operations. As a full-time BOA, you will work closely with a team to deliver personalized client experiences, participate in business