Branch Office Administrator

Job overview

The Branch Office Administrator (BOA) is an onsite role based in Bee Cave, TX, providing essential administrative support to financial advisors. Compensation is not specified in the job posting, and the role supports a team dedicated to helping clients achieve long-term financial goals. This position exists to facilitate seamless communication and account management for clients. The BOA contributes to the firm's mission by ensuring a positive client experience through effective administrative operations and event planning.

What you'll do

• Provide exceptional client service via phone, email, and in-person interactions.
• Manage account opening, transfers, and documentation.
• Schedule appointments and prepare meeting materials.
• Support marketing initiatives and branch business planning.
• Utilize digital tools and software for daily operations.

What we're looking for

Skills & competencies

full-time

day shift

bee cave tx

edward jones

administrative support

client service

account management

financial services

onsite

no on-call

no travel

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.

About the employer

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