Client-Centric Branch Office Administrator

Edward Jones; Town of Middletown (NY); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Continuous professional development

Inclusive environment

Rewards program based on performance

Job summary

Edward Jones in the United States invites applicants for the Branch Office Administrator (BOA) role. You’ll provide seamless support to clients, assist with account openings and transfers, and maintain accurate records as part of a multi-advisor team.

We offer comprehensive training, a broad support network, and the chance to participate in annual planning, marketing activities, and client events, helping you grow your career in a dynamic, client-focused environment.

Qualifications

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Account Management: learn and handle account openings, transfers, and other advisor-directed requests.
• Administrative & Operational Support: schedule appointments, prepare materials for client meetings, manage correspondence, support marketing initiatives.
• Technology: learn and use firm-provided software such as MoneyGuide, Salesforce, and Microsoft Office.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States invites applicants for the Branch Office Administrator (BOA) role. You’ll provide seamless support to clients, assist with account openings and transfers, and maintain accurate records as part of a multi-advisor team.

We offer comprehensive training, a broad support network, and the chance to participate in annual planning, marketing activities, and client events, helping you grow your career in a dynamic, client-focused environment.