Client-Driven Office Administrator — Service, Planning & Growth

Edward Jones; Sand Springs (OK); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental and vision coverage

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors by handling client services and administrative tasks. The role emphasizes delivering personalized service and maintaining strong client relationships. You’ll work within a collaborative branch environment, contribute to planning, and help execute client events.

The position offers training, a broad support network, and opportunities for growth within a large, privately-held financial services firm.

Qualifications

• Experience in client service and building relationships.
• Ability to manage accounts and administrative tasks.
• Comfort with inbound/outbound calls, email, and in-person interactions.
• Willingness to learn financial services basics.

Responsibilities

• Provide exceptional client service via calls, email and in-person meetings.
• Assist with account openings, transfers, and documentation.
• Support branch business planning and marketing initiatives.
• Prepare materials for client meetings and maintain records.

Skills

Customer Service

Active Listening

Communication

Organization

Digital Tools

Team Collaboration

Education

High School Diploma

Tools

Microsoft Office

CRM software

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors by handling client services and administrative tasks. The role emphasizes delivering personalized service and maintaining strong client relationships. You’ll work within a collaborative branch environment, contribute to planning, and help execute client events.

The position offers training, a broad support network, and opportunities for growth within a large, privately-held financial services firm.