Client-Focused Financial Office Administrator

Edward Jones

Town of Florida (NY)

On-site

USD 42,000 - 64,000

Full time

6 days ago

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Benefits offered by this job

Medical and prescription drug coverage

Dental and Vision

401k retirement plan

HSA and FSA

Paid holidays and vacation

Volunteer time off

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator (BOA) to support financial advisors and clients with trusted service, account handling, and daily operations. You will train with experienced mentors and join a broad network spanning branch offices, regions, and the home office to help clients achieve their long‑term goals.

This full‑time role emphasizes client service, adaptability and digital tool proficiency, including MoneyGuide and Salesforce.

Qualifications

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration

Responsibilities

Provide exceptional client service via inbound and outbound calls, email, and in‑person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience.
Account opening, handling transfers and other requests at the direction of the financial advisor. Process transactions and maintain client records.
Administrative tasks: scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives. Update SOPs and help execute the branch business plan.
Proficiency with MoneyGuide, Salesforce, Microsoft Office products and other firm‑provided software.