Client-Driven Branch Office Administrator

Edward Jones; Great Falls (MT); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Medical and prescription

Dental and vision

401k retirement

Paid time off

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator (BOA) to support clients and assist with accounts and communications. You will help ensure a positive client experience and work as part of a large network.

You will receive comprehensive 6-month training, strong branch-region-home office support, and opportunities to grow in a dynamic, inclusive environment with a competitive benefits package.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry to support client accounts and advisor requests.
• Support branch goals by assisting in planning and executing client events and activities.

Responsibilities

• Client Service: Deliver outstanding service, resolve inquiries, and strengthen client relationships.
• Account Management: Learn account opening, transfers, and related requests under the advisor's direction.
• Administrative & Operational Support: Schedule appointments, prepare materials, and support marketing initiatives.
• Technology: Gain proficiency with MoneyGuide, Salesforce, and MS Office tools.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones in the United States is seeking a Branch Office Administrator (BOA) to support clients and assist with accounts and communications. You will help ensure a positive client experience and work as part of a large network.

You will receive comprehensive 6-month training, strong branch-region-home office support, and opportunities to grow in a dynamic, inclusive environment with a competitive benefits package.