Client-Focused Branch Office Administrator

Edward Jones; Almont (CO); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

6-month training program

Extensive support network (branch to 홈

Thousands backing you

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to join our team. You will support financial advisors, manage client communications, and help drive branch operations.

This role offers comprehensive training and the chance to grow within a large network of professionals. You will work closely with advisors to deliver exceptional client experiences, handle account-related requests, and contribute to the branch business plan.

Qualifications

• Proven ability to provide exceptional client service and build relationships.
• Aptitude to learn financial services processes and terminology.
• Strong administrative and organizational skills with attention to detail.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account opening, transfers, and supporting financial advisors.
• Perform administrative tasks and prepare materials for client meetings.

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 join our team. You will support financial advisors, manage client communications, and help drive branch operations.

This role offers comprehensive training and the chance to grow within a large network of professionals. You will work closely with advisors to deliver exceptional client experiences, handle account-related requests, and contribute to the branch business plan.