Finance Branch Office Administrator – Client Service & Growth

Edward Jones; Peoria (AZ); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical & prescription

Dental & Vision

401k retirement plan

HSA & FSA

Paid holidays & vacation

Volunteer day

Bonuses & profit sharing

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) in the United States for Peoria, AZ. You will support financial advisors by handling client inquiries, processing account actions, and coordinating schedules to ensure a seamless client experience.

You’ll work with MoneyGuide, Salesforce, and Microsoft Office to drive efficient operations and contribute to business planning. A strong service mindset, detail‑oriented approach, and teamwork are essential for success.

Qualifications

• Analytical thinking and problem solving to support client needs.
• Strong attention to detail to maintain accurate client records.
• Adaptability to a fast‑paced financial services environment.
• Excellent verbal and written communication to serve clients effectively.
• Proficiency with digital tools and financial software used by advisors.
• Collaborative teamwork to support advisors and branch goals.

Responsibilities

• Client Service: Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Account Management: Learn financial services processes—opening accounts, transfers, and advisor-directed requests.
• Administrative & Operational Support: Schedule appointments, prepare materials for meetings, manage correspondence, and support marketing initiatives.
• Technology: Proficient with MoneyGuide, Salesforce, and Microsoft Office; adapt to firm-provided software.

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) in the United States for Peoria, AZ. You will support financial advisors by handling client inquiries, processing account actions, and coordinating schedules to ensure a seamless client experience.

You’ll work with MoneyGuide, Salesforce, and Microsoft Office to drive efficient operations and contribute to business planning. A strong service mindset, detail‑oriented approach, and teamwork are essential for success.