Branch Office Administrator — Client Services & Operations
Job in
Hayden, Kootenai County, Idaho, 83835, USA
Listed on 2026-07-20
Listing for:
Edward Jones
Full Time
position Listed on 2026-07-20
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and clients, ensuring excellent client experiences and smooth broker operations. You will handle client data, account openings, and communications with a focus on accuracy and service.
Key duties include processing transfers, managing calls and emails, supporting planning and marketing efforts, and maintaining records with SOP updates. Proficiency with Money Guide, Salesforce, and Microsoft Office is valued.
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