Branch Office Administrator
Edward Jones
Sugar Land, TXFresher1h agovia LinkedIn
This job at a glance
- Who can apply
- New grads, no experience needed
- Must know
- MarketingLead generationSalesforceMicrosoft Office
- Work
- On-site in Sugar Land
- Pay
- Not stated by the employer.
- Skill demand
- Microsoft Office65%Marketing7%Lead generation2%Salesforce2%of 100 similar entry-level jobs posted in the US this week
- Listed
- Oct 27, 2026 · still open
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About the Role
Edward Jones is a Fortune 500 financial services firm where people come first. This role is an opportunity to join a team that partners for positive impact to improve the lives of clients and colleagues. The Branch Office Administrator (BOA) provides administrative support to a financial advisor or a team of financial advisors, supporting client accounts, facilitating communication, and ensuring a positive client experience.
Key Responsibilities
- Deliver exceptional personalized service to clients.
- Take an active role in the annual business planning process.
- Actively listen for situations that may indicate a need for additional services.
- Drive marketing activities, including planning and executing events.
- Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
- Respond to inquiries, resolve issues, and ensure an exceptional client experience.
- Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
- Open accounts, handle account transfers, and other requests at the direction of the financial advisor.
- Process account transactions, prepare documentation, and maintain accurate client records.
- Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives.
- Streamline processes by updating SOPs and strategically execute on the branch business plan.
Requirements & Tech Stack
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
- Strong computer literacy with a willingness to learn new technology and programs.
- Familiarity with MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software.
Qualifications
- Aptitude to learn and understand the financial services industry.
- Ability to work independently at the direction of the financial advisor.
Note: The job posting is anticipated to remain open for 30 days from 05-Oct-2026 and may close early.