Client-Driven Branch Office Admin

Edward Jones; Urbandale (IA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Professional development

Inclusive culture

Rewards program

Part-time benefits

Job summary

Edward Jones is seeking a Branch Office Administrator to join our team. You will support client accounts, facilitate communication, and help deliver an outstanding client experience.

The BOA role includes training, broad branch support, and opportunities to develop professionally within a leading financial services firm. You will work with a team of advisors, handling administrative tasks, coordinating meetings, and supporting marketing initiatives while learning the industry and business

Qualifications

• Proven ability to analyze information and identify practical solutions.
• Strong attention to accuracy and detail in client interactions.
• Adaptable and capable of managing changing priorities and tasks.
• Clear, confident communication with clients and colleagues.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist with account openings, transfers, and advisor-directed requests.
• Support daily branch operations and prepare materials for client meetings.
• Utilize firm-approved software and tools to enhance efficiency.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator to join our team. You will support client accounts, facilitate communication, and help deliver an outstanding client experience.

The BOA role includes training, broad branch support, and opportunities to develop professionally within a leading financial services firm. You will work with a team of advisors, handling administrative tasks, coordinating meetings, and supporting marketing initiatives while learning the industry and business