Client-Focused Branch Office Administrator

Edward Jones; Clinton (MO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k plan

Paid time off

Job summary

Edward Jones in Missouri is seeking a Branch Office Administrator to support financial advisors and deliver exceptional client service. You will handle client accounts, process transactions, and help implement the branch business plan.

The BOA role offers comprehensive training, a broad support network, and opportunities to grow within a dynamic, inclusive culture at Edward Jones. Strong communication, organization, and tech skills are valued.

Qualifications

• Analytical thinker who can manage client interactions with precision.
• Strong attention to detail in client records and transactions.
• Adaptable to a fast-paced environment with varying priorities.
• Comfortable communicating with clients and team members.
• Proficient with digital tools and CRM software.
• Collaborative mindset to work with advisors and staff.

Responsibilities

• Provide exceptional client service via phone, email, and in person.
• Assist with account openings, transfers, and documentation.
• Support administrative tasks and branch initiatives to drive the business plan.
• Learn and utilize financial planning tools and firm software.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Missouri is seeking a Branch Office Administrator to support financial advisors and deliver exceptional client service. You will handle client accounts, process transactions, and help implement the branch business plan.

The BOA role offers comprehensive training, a broad support network, and opportunities to grow within a dynamic, inclusive culture at Edward Jones. Strong communication, organization, and tech skills are valued.