Client-Centric Branch Administrator

Edward Jones; Germantown (TN); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Training program

Support network

Team backing

Competitive benefits

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and clients. The BOA will handle client communications, account processing, scheduling, and documentation to ensure a smooth client experience.

As a BOA, you will receive six months of comprehensive training, a broad support network, and opportunities to contribute to branch and regional initiatives within a privately-held firm. This role emphasizes client service and operational excellence.

Qualifications

• Analytical thinking and attention to detail are essential.
• Strong adaptability and communication skills required.
• Proven ability to work in a collaborative environment.

Responsibilities

• Deliver exceptional client service via calls, email, and inperson interactions.
• Account management: learn financial services, handle openings/transfers as directed by advisor.
• Administrative & operational support: schedule appointments, prepare materials, manage correspondence, support marketing.
• Technology: learn MoneyGuide, Salesforce, MS Office and firm software.

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 support financial advisors and clients. The BOA will handle client communications, account processing, scheduling, and documentation to ensure a smooth client experience.

As a BOA, you will receive six months of comprehensive training, a broad support network, and opportunities to contribute to branch and regional initiatives within a privately-held firm. This role emphasizes client service and operational excellence.