Client-Focused Branch Office Administrator

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

Benefits offered by this job

6-month training

Support network

Team backing

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and clients with daily operations, client accounts, and scheduling. You’ll join a large, client-focused team and play a key role in delivering a seamless client experience.

The role offers comprehensive 6-month training, access to a broad regional and home-office support network, and opportunities to grow within a values-driven, inclusive organization that places people first.

Qualifications

• Analytical thinking to interpret client information and data.
• Attention to detail in handling client records and transactions.
• Adaptability to support changing client needs and firm processes.
• Strong conversational skills for client communication.
• Proficiency with digital tools used in client service and marketing.
• Collaborative teamwork across branch and regional support teams.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account management including openings, transfers, and documentation.
• Provide administrative and operational support to the financial advisor(s).
• Learn new technology and software used by the firm (MoneyGuide, Salesforce, Office).
• Support marketing initiatives and contribute to branch business planning.

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 with daily operations, client accounts, and scheduling. You’ll join a large, client-focused team and play a key role in delivering a seamless client experience.

The role offers comprehensive 6-month training, access to a broad regional and home-office support network, and opportunities to grow within a values-driven, inclusive organization that places people first.