Client-Focused Branch Office Administrator

Edward Jones; Pawleys Island (SC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental coverage

Vision coverage

Disability insurance

Life insurance

401k retirement plan

Paid holidays and vacation

Bonuses and profit sharing

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to join a client-centered team in the United States. The BOA will provide administrative support to a financial advisor or team, help manage client accounts, and support communications and planning across the branch, region, and home office.

This is a growth-oriented role with comprehensive training and a broad support network. As a BOA, you will deliver exceptional service, participate in annual business planning, and assist in

Qualifications

• Analytical mindset and strong attention to detail essential.
• Ability to adapt to changing client needs and priorities.
• Excellent communication skills with clients and colleagues.
• Comfort with digital tools and office software for daily tasks.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist with account opening, transfers, and documentation for financial advisors.
• Support scheduling, meeting materials, and branch marketing initiatives.
• Learn the financial services industry and maintain accurate client records.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to join a client-centered team in the United States. The BOA will provide administrative support to a financial advisor or team, help manage client accounts, and support communications and planning across the branch, region, and home office.

This is a growth-oriented role with comprehensive training and a broad support network. As a BOA, you will deliver exceptional service, participate in annual business planning, and assist in