Branch Office Administrator

Join Edward Jones as a Branch Office Administrator . We are seeking a highly skilled and motivated individual to join our team.

Job Overview

As a Branch Office Administrator, you will provide administrative support to a financial advisor or a team of multiple financial advisors. The primary role of the BOA is to provide exceptional service to clients, facilitate communication, and ensure a positive client experience.

Responsibilities :

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Respond to inquiries, resolve issues, and ensure an exceptional experience.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Aptitude to learn and understand the financial services industry, including account opening, handling account transfers, and other requests at the direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.

Requirements :

What We Offer :

About Us

Edward Jones is a Fortune 500 company, privately-owned and focused on our clients rather than shareholder returns. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law.

J-18808-Ljbffr