Client-Focused Branch Office Administrator

Edward Jones; Town of Dix (NY); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision insurance

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless support to financial advisors and clients. You will handle client accounts, communications, and administrative tasks, helping our team deliver a high-touch client experience.

The BOA role offers extensive training, a broad support network, and opportunities to contribute to marketing activities while growing your career in a dynamic financial services firm.

Qualifications

• Provide exceptional client service via inbound and outbound calls, email, and in‑person interactions.
• Learn and understand the financial services industry and client accounts.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Support branch activities and assist in marketing initiatives.
• Proficient computer skills; eager to learn MoneyGuide, Salesforce, and Office suite.

Responsibilities

• Client service through inbound/outbound calls, emails, and in‑person meetings.
• Open accounts, transfers, and requests under advisor direction.
• Prepare materials for client meetings and manage correspondence.
• Help implement the branch business plan and SOP updates.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless support to financial advisors and clients. You will handle client accounts, communications, and administrative tasks, helping our team deliver a high-touch client experience.

The BOA role offers extensive training, a broad support network, and opportunities to contribute to marketing activities while growing your career in a dynamic financial services firm.