Client-Focused Branch Office Admin: Launch Your Career

Edward Jones; Madison (AL); On-site; USD 42,000 - 56,000; Full time

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless client support, handle accounts, and help financial advisors deliver outstanding service. You'll be part of a large team backing branches across the region.

The BOA role emphasizes client service, account management, administrative and operational tasks, and technology use including MoneyGuide, Salesforce, and Microsoft Office.

Qualifications

• Able to provide exceptional client service via phone, email, and in-person interactions.
• Aptitude to learn financial services processes including account opening, transfers, and supporting advisors.
• Strong organizational skills and ability to work independently with guidance as needed.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and other requests under the direction of the financial advisor.
• Perform administrative tasks, schedule meetings, prepare materials, and support branch business plans.
• Leverage firm-provided software (MoneyGuide, Salesforce, MS Office) to streamline processes.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless client support, handle accounts, and help financial advisors deliver outstanding service. You'll be part of a large team backing branches across the region.

The BOA role emphasizes client service, account management, administrative and operational tasks, and technology use including MoneyGuide, Salesforce, and Microsoft Office.