Client-Focused Branch Admin (Financial Services)

Edward Jones; Bartow (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation days

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with the aim of achieving long‑term financial goals. The BOA will provide seamless client service, handle accounts, and coordinate communications across client and advisor teams.

You will receive comprehensive training and work within a large support network, while maintaining independent responsibility for day‑to‑day tasks.

Qualifications

• Strong analytical thinking and attention to detail for client service and account support.
• Ability to adapt to changing client needs and regulatory requirements.
• Excellent verbal and written communication to interact with clients and internal partners.
• Proficiency with common digital tools and CRM systems used in financial services.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist with account openings, transfers, and routine client requests under advisor direction.
• Schedule, prepare materials for client meetings, and support branch marketing initiatives.
• Utilize technology tools (MoneyGuide, Salesforce, Office) to support client workflows.

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 to support financial advisors and clients with the aim of achieving long‑term financial goals. The BOA will provide seamless client service, handle accounts, and coordinate communications across client and advisor teams.

You will receive comprehensive training and work within a large support network, while maintaining independent responsibility for day‑to‑day tasks.