Client-Driven Branch Office Administrator

Edward Jones; Eaton (CO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical & prescription benefits

Dental & vision coverage

401k retirement plan

Paid holidays (10) and vacation (15+)

Disability & life insurance

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors in delivering comprehensive client service and administrative support. The role includes a 6-month training period, a broad regional support network, and independence with strong backing from a large team.

You will engage in client service, account management, and operational support, while learning technology tools such as MoneyGuide, Salesforce, and Microsoft Office.

Qualifications

• Analytical thinking and attention to detail required for client service and administrative tasks.
• Strong adaptability and conversational skills to interact with clients and advisors.
• Proficiency with MoneyGuide, Salesforce, and Microsoft Office to support daily operations.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and transactions under the guidance of a financial advisor.
• Support branch operations, scheduling, materials for client meetings, and marketing initiatives.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors in delivering comprehensive client service and administrative support. The role includes a 6-month training period, a broad regional support network, and independence with strong backing from a large team.

You will engage in client service, account management, and operational support, while learning technology tools such as MoneyGuide, Salesforce, and Microsoft Office.