Position Details
About this role
Branch Office Administrator (BOA) in Loudon, TN, provides client service and administrative support for Edward Jones, including account opening, transfers, scheduling, and marketing support 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
Proficiency with MoneyGuide, Salesforce, and Microsoft Office; comfortable learning firm-provided software.
Ideal Candidate
The ideal candidate is an entry-level BOA with strong customer service orientation, basic administrative skills, and the ability to learn MoneyGuide and Salesforce. This role supports Edward Jones clients in Loudon, TN in a full-time capacity with growth opportunities.
Must-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Must be able to perform in a full-time branch environment, Lack of basic administrative/clerical skills
Get matched to jobs like this
Luna finds roles that fit your skills and career goals — no endless scrolling required.
Create a Free Profile