Branch Office Administrator
Employment type
Full-time
Work setting
On-site
Location
Livingston, TX
Schedule
Day shift
Posted
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Job overview
The Branch Office Administrator (BOA) is an onsite role based in Livingston, TX. Compensation is not specified. Edward Jones is a Fortune 500 financial services firm that prioritizes client relationships and professional development. The role exists to provide administrative support to financial advisors. The BOA is responsible for client account management, facilitating communication, and ensuring a positive client experience to help clients achieve their long-term financial goals.
What you'll do
- Provide administrative support to financial advisors
- Manage client accounts and documentation
- Facilitate communication via phone, email, and in-person
- Schedule appointments
- Support marketing activities.
What we're looking for
- Skills & competencies
- full-timeday shiftbranch office administratorfinancial serviceslivingston txadministrativeclient supportaccount managementoffice supportcareer growth
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, vision, 401(k), paid holidays, vacation, bonuses.
Why this role
Fortune 500 company, 6-month training program, peer mentorship.
About the employer
Edward Jones is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Trust, Fiduciary, and Custody Activities
- Occupation code
- 43-1011.00
You'll be redirected to the employer's application page.
Listing ID: 2e9801c5-df43-4fc0-94aa-3f4a9f0debf8