Branch Office Administrator

Job overview

The Branch Office Administrator (BOA) role is an onsite position based in Trinidad, CO. Compensation is not specified for this role, which supports the local Edward Jones financial services branch. This role exists to provide essential administrative support to financial advisors, ensuring seamless client account management and facilitating positive client experiences. The BOA contributes to the team by handling correspondence, scheduling, and maintaining accurate records to help clients achieve their long-term financial goals.

What you'll do

• Provide exceptional client service via phone, email, and in-person interactions.
• Manage account opening, transfers, and transaction processing.
• Handle administrative tasks including scheduling, meeting preparation, and marketing event support.
• Utilize digital tools and software to maintain accurate client records.

What we're looking for

Skills & competencies

full-time

day shift

trinidad co

edward jones

administrative

client service

financial services

onsite

no on-call

no travel

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

Comprehensive 6-month training program with mentorship and a wide support network.

About the employer

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