Position Details
About this role
Branch Office Administrator (BOA) in Bonney Lake, WA, provides client service and administrative support for Edward Jones, including account opening, transfers, scheduling, and marketing activities in a full-time role.
Key Responsibilities
- Client service via inbound/outbound calls
- Account opening and transfers
- Administrative & operational support
- Scheduling meetings and preparing materials
- Supporting marketing initiatives and SOP updates
Technical Overview
Tools include MoneyGuide, Salesforce, and Microsoft Office; familiarity with SOPs and branch operations.
Ideal Candidate
The ideal candidate is a customer-focused BOA with strong administrative and communication skills, able to handle inbound/outbound calls and documentation. Proficiency with MoneyGuide, Salesforce, and Microsoft Office is expected;Edward Jones experience is a plus.
Must-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Part-time vs full-time availability, Lack of familiarity with MoneyGuide/Salesforce/MS Office
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