Client-Focused Financial Branch Office Administrator

Edward Jones; Holdrege (NE); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical + Prescription

Dental

Vision

401k

Paid holidays

Vacation days

Volunteer time

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to deliver exceptional client service and administrative support for financial advisors. You will manage client communications, process routine requests, and help execute the branch business plan in a collaborative environment.

The role emphasizes relationship-building, operational efficiency, and the use of MoneyGuide, Salesforce, and Microsoft Office tools. This is a full-time opportunity with comprehensive benefits.

Qualifications

• Strong analytical thinking to assess client needs and inquiries.
• Attention to detail in all client interactions and documentation.
• Adaptability to changing client circumstances and priorities.
• Excellent verbal and written communication with clients.
• Proficient use of digital tools and CRM systems.
• Collaborative mindset to work with advisors and teams.

Responsibilities

• Provide exceptional client service via calls, email, and in-person visits.
• Assist in account opening, transfers, and routine requests under advisor direction.
• Support scheduling, meeting prep, and client communications to improve experience.
• Learn financial services processes and maintain accurate client records.
• Utilize tools like MoneyGuide, Salesforce, and MS Office for daily tasks.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator (BOA) to deliver exceptional client service and administrative support for financial advisors. You will manage client communications, process routine requests, and help execute the branch business plan in a collaborative environment.

The role emphasizes relationship-building, operational efficiency, and the use of MoneyGuide, Salesforce, and Microsoft Office tools. This is a full-time opportunity with comprehensive benefits.