Client-Centric Financial Office Administrator

Edward Jones; Tupelo (MS); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical and prescription benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in Tupelo, MS is seeking a Branch Office Administrator to provide seamless client service and administrative support for a financial advisor team. You will help manage client accounts, facilitate communications, and contribute to an efficient, compliant branch environment.

As a BOA, you’ll engage in client interactions, assist with annual business planning, and support marketing initiatives while developing your career within a nationwide, private firm renowned for client focus and

Qualifications

• Experience handling client inquiries by phone, email, and in-person interactions.
• Ability to learn and understand financial services workflows and client onboarding steps.
• Strong organizational skills to manage multiple client accounts and tasks.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Support account opening, transfers, and documentation under advisor direction.
• Perform administrative tasks and coordinate with marketing and branch activities.
• Utilize firm software tools to maintain accurate client records.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Tupelo, MS is seeking a Branch Office Administrator to provide seamless client service and administrative support for a financial advisor team. You will help manage client accounts, facilitate communications, and contribute to an efficient, compliant branch environment.

As a BOA, you’ll engage in client interactions, assist with annual business planning, and support marketing initiatives while developing your career within a nationwide, private firm renowned for client focus and