Client-Focused Branch Office Administrator

Edward Jones; Paducah (KY); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Comprehensive training

Large support network

Independent work with support

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and clients in a fast-paced, client‑centered environment.

You will handle client inquiries, account transactions, and administrative tasks while contributing to branch business planning and marketing initiatives. This role offers comprehensive training, a broad support network, and opportunities to grow within a large nationwide firm.

Qualifications

• Proven ability to analyze client needs and provide precise service.
• Strong attention to detail in client records and procedures.
• Adaptability to dynamic financial services environments.
• Effective communication with clients and colleagues.
• Comfort with using digital tools and software in daily tasks.
• Collaborates with team to support advisors and clients.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Assist in account openings, transfers, and requests under the guidance of a financial advisor.
• Perform administrative tasks: scheduling, meeting prep, correspondence, and marketing support.
• Learn and use firm software and tools to streamline branch 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 clients in a fast-paced, client‑centered environment.

You will handle client inquiries, account transactions, and administrative tasks while contributing to branch business planning and marketing initiatives. This role offers comprehensive training, a broad support network, and opportunities to grow within a large nationwide firm.