Branch Office Administrator

Job overview

The Branch Office Administrator (BOA) is an onsite role based in Collierville, TN, providing essential administrative support to financial advisors. Compensation is not specified for this position, which supports a team dedicated to helping clients achieve their long-term financial goals at Edward Jones. This role exists to facilitate seamless communication and account management, ensuring a positive experience for clients. The BOA contributes to the team by managing daily operations, scheduling, and supporting marketing initiatives to help the branch meet its business objectives.

What you'll do

• Provide exceptional client service via phone, email, and in-person interactions.
• Manage account opening, transfers, and documentation.
• Handle administrative tasks including scheduling, correspondence, and event planning.
• Utilize digital tools and firm software to maintain accurate records.

What we're looking for

Skills & competencies

full-time

day shift

collierville tn

edward jones

administrative

client service

financial services

onsite

no travel

no on-call

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, 401k, profit sharing, 15 days vacation, 10 paid holidays, sick time, and Employee Assistance Program.

Why this role

Comprehensive 6-month training program with a dedicated mentor and a vast support network.

About the employer

Edward Jones is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.