Client-Centric Branch Office Administrator

Edward Jones; Kansas City (KS); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k

Paid time off

Bonuses

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to join a collaborative team that supports financial advisors and clients across the branch. You will deliver personalized client service, assist with account activity, and help drive branch operations and events.

The role emphasizes strong communication, organization, and technology skills, with comprehensive benefits for full-time associates and opportunities to grow within a private, client-focused firm.

Qualifications

• Client service mindset with strong communication skills.
• Ability to learn financial services concepts and advisory workflows.
• Ability to manage time, organize tasks, and maintain accurate records.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account opening, transfers, and client requests under advisor direction.
• Handle scheduling, materials for meetings, and support branch marketing initiatives.
• Leverage technology tools to support daily operations and client experiences.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

Microsoft Office

MoneyGuide

Salesforce

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to join a collaborative team that supports financial advisors and clients across the branch. You will deliver personalized client service, assist with account activity, and help drive branch operations and events.

The role emphasizes strong communication, organization, and technology skills, with comprehensive benefits for full-time associates and opportunities to grow within a private, client-focused firm.