Client-Focused Branch Office Administrator

Edward Jones; Bellingham (WA); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

Disability insurance

Life insurance

401(k) retirement plan

Paid holidays

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and deliver personalized client service. You will assist in developing strategies for the year ahead and help build strong client relationships.

You will handle calls, emails and in-person interactions, manage accounts and scheduling, and use MoneyGuide, Salesforce, and Office tools to streamline operations. This full-time role includes comprehensive training and a broad support network.

Qualifications

• Excellent communication and client service skills.
• Ability to manage multiple tasks and prioritize.
• Interest in financial services industry.
• Strong computer literacy and willingness to learn new software.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Learn and handle account opening, transfers, and other requests under advisor direction.
• Prepare materials for client meetings and manage scheduling and correspondence.
• Support marketing initiatives and help implement branch business plans.
• Utilize MoneyGuide, Salesforce, and Microsoft Office to support daily operations.

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 support financial advisors and deliver personalized client service. You will assist in developing strategies for the year ahead and help build strong client relationships.

You will handle calls, emails and in-person interactions, manage accounts and scheduling, and use MoneyGuide, Salesforce, and Office tools to streamline operations. This full-time role includes comprehensive training and a broad support network.