✦ Luna Orbit — Finance & Accounting

Branch Office Administrator

at Jones Financial (Edward Jones)

📍 Hood River, OR Unknown Posted March 31, 2026
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Position Details

Type Full-Time
Experience entry
Exp. Years 0 years
Education Not specified
Category Finance & Accounting

About this role

BOA role providing administrative support and client service to Edward Jones financial advisors in Hood River, OR; includes client account handling, communications, and marketing activities.

Key Responsibilities

  • Provide client service via inbound/outbound calls and in-person interactions
  • Respond to inquiries and maintain client records
  • Manage administrative tasks and branch marketing initiatives
  • Support annual business planning
  • Update SOPs as needed

Technical Overview

Non-IT role; requires familiarity with MoneyGuide, Salesforce, and Microsoft Office.

Ideal Candidate

The ideal candidate is an entry-level BOA who can handle client service, account management, and administrative tasks, with proficiency in MoneyGuide, Salesforce, and MS Office; strong attention to detail and organization are essential.

Must-Have Skills

Client ServiceAccount ManagementAdministrative & Operational SupportTechnology

Nice-to-Have Skills

MoneyGuideSalesforceMicrosoft Office

Tools & Platforms

MoneyGuideSalesforceMicrosoft Office

Required Skills

Analytical ThinkingAttention to DetailAdaptabilityConversational SkillsDigital Tool UtilizationTeam CollaborationClient ServiceAccount ManagementAdministrative & Operational SupportTechnology

Hard Skills

Analytical ThinkingAttention to DetailAdaptabilityConversational SkillsDigital Tool UtilizationTeam Collaboration

Soft Skills

Customer serviceCommunicationProblem solvingTime managementProactive planning

Industry & Role

Industry Banking
Job Function Provide administrative and client-support functions to Edward Jones financial advisors in the Hood River branch
Role Subtype Office Administrator

Keywords for Your Resume

branch office administratorbranch office adminedward joneshood riveroregonmoneyguidesalesforcemicrosoft officecustomer serviceaccount managementadministrative supportoperational supportschedulingclient inquiriesteam collaborationinbound callsoutbound callsmarketing initiativesfull-timebranch supportbusiness planningprocess improvementtraining
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