Client-Focused Branch Office Administrator

Edward Jones; St. Louis (MO); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

Dental insurance

401k plan

Paid holidays

Vacation days

Volunteer time

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support, manage accounts, and assist financial advisors in achieving long-term goals. The BOA will handle inquiries, maintain client records, and contribute to marketing efforts, working within a collaborative team environment.

You will receive six months of comprehensive training and have access to extensive support networks from branch to home office.

Qualifications

• Analytical thinking and problem-solving abilities.
• Strong attention to detail in client accounts and documentation.
• Adaptability in a dynamic financial services environment.
• Excellent verbal and written communication with clients.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account opening, transfers, and related client requests under the financial advisor.
• Handle administrative tasks, scheduling, materials for client meetings, and SOP updates.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tools

Team collaboration

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client support, manage accounts, and assist financial advisors in achieving long-term goals. The BOA will handle inquiries, maintain client records, and contribute to marketing efforts, working within a collaborative team environment.

You will receive six months of comprehensive training and have access to extensive support networks from branch to home office.