Client-Centric Branch Office Administrator

Edward Jones; Anderson Heights (NC); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health benefits

401k plan

Paid time off

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to join our team in the United States. You will support financial advisors by handling client inquiries, processing account requests, and coordinating administrative tasks to ensure a smooth client experience.

The role emphasizes teamwork, detailed record-keeping, and proactive engagement in business planning. Training and a broad support network accompany this opportunity, with potential for professional growth within a well-established

Qualifications

• Analytical thinking to assess client needs and processes.
• Attention to detail to maintain accurate client records.
• Adaptability to support changing client situations and priorities.
• Strong communication skills for client interactions and teamwork.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account management tasks under the guidance of a financial advisor.
• Support administrative and operational activities to implement the branch business plan.
• Learn and use MoneyGuide, Salesforce, and Microsoft Office in daily work.

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 join our team in the United States. You will support financial advisors by handling client inquiries, processing account requests, and coordinating administrative tasks to ensure a smooth client experience.

The role emphasizes teamwork, detailed record-keeping, and proactive engagement in business planning. Training and a broad support network accompany this opportunity, with potential for professional growth within a well-established