Branch Office Administrator
Nashville, Davidson County, Tennessee, 37247, USA
Listed on 2026-02-01
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Finance & Banking
Overview
Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor.
You are the first voice a client hears when they call on the phone and the first face they see when they walk in the door. You help clients identify their problems and anticipate needs to support them in achieving their financial goals.
Job Overview
Position Schedule: Full-Time
Branch Address: 8066 Highway 100, Nashville, TN
This job posting is anticipated to remain open for 30 days, from 14-Jan-2026. The posting may close early due to the volume of applicants.
As a Branch Office Administrator, you’ll be a vital part of our team, providing seamless support to our clients. You’ll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
What you’ll receiveWe’ll give you the support you need. Our team will be there every step of the way, providing:
- Comprehensive 6-month training including an experienced peer to help mentor you
- A wide support network that extends from your branch office to your region to the home office
- You’ll often work independently but will have a team of thousands backing you every step of the way
- Client Service:
Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. - Account Management:
Learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. - Administrative & Operational Support:
Work independently at the direction of the financial advisor. Handle scheduling, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Update SOPs and execute the branch business plan. - Technology:
Strong computer literacy with willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office products and other firm-provided software.
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
- A culture of continuous improvement and professional development
- An inclusive environment where differing viewpoints are valued
- Recognition through a rewards program supporting long-term career and well-being
- Full-time Associates receive a comprehensive benefits package including medical, dental, vision, disability and life insurance, retirement plans, paid holidays, vacation, sick time, personal days, volunteer day, and eligibility for bonuses and profit sharing
- Compensation details:
Hiring Minimum $22.50;
Hiring Maximum $24.36; merit-based increases as you progress in the BOA role
Edward Jones is proud of our associates’ contributions and recognitions. See our U.S. and Canadian awards and accolades details in the company materials.
About UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 5001 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned, focusing on clients rather than shareholders. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and to better our communities and society.
We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and belonging.
Edward Jones associates are seen, heard, respected, and supported. This is the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. Fortu ne 500, published June 2024, data as of December 2023. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
This description reflects current job requirements and is subject to change without notice.
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