Branch Office Administrator

Edward Jones; Greenville (OH); On-site; Full time

Job summary

Join a leading financial services firm as a Branch Office Administrator in Greenville, Ohio. In this role, you will provide critical support to financial advisors and clients, ensuring a seamless experience. With a focus on relationship building and problem-solving, you will be integral to the branch team, contributing to clients' long-term financial goals. Enjoy comprehensive training, a supportive work culture, and opportunities for professional growth.

Benefits

Comprehensive 6-month training with mentorship

Support network from branch to home office

Full-time benefits including health coverage

401k and paid holidays

Recognition and rewards program

Qualifications

• Strong analytical thinking and attention to detail.
• Excellent conversational skills and teamwork.
• Proficient in digital tools and adaptability.

Responsibilities

• Provide client service via calls, email, and in-person.
• Manage client accounts and provide administrative support.
• Assist in business planning and strategy development.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital proficiency

Teamwork

Tools

Microsoft Office

Salesforce

MoneyGuide

Job description

Join to apply for the Branch Office Administrator role at Edward Jones.

This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$21.00/hr - $22.00/hr

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 call our field associates branch teams, typically consisting of two or three people. 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 or see when they walk in. Your main responsibility is to understand your clients deeply to help them identify and anticipate their needs, working closely with the financial advisor to help them achieve their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 515 S Broadway, Greenville, OH

This job posting is anticipated to remain open for 30 days, from 23-May-2025, but may close early due to volume of applicants.

If you seek a fulfilling career, the Branch Office Administrator (BOA) role might be suitable for you. BOAs support financial advisors in helping clients achieve their long-term financial goals. Their primary role is administrative support, and they are valued members of the client support team, contributing diverse experiences and perspectives.

Role Summary

As a Branch Office Administrator, you will support our team by providing seamless service to clients, managing client accounts, facilitating communication, and ensuring a positive experience. This role offers opportunities for career growth in a dynamic environment.

Support and Benefits

• Comprehensive 6-month training with mentorship
• Support network from branch to home office
• Independent work with team backing

What You Will Do

• Deliver personalized service to clients
• Assist in business planning and strategy development
• Listen actively for client needs
• Coordinate marketing activities and events

Additional Highlights

• Culture of continuous improvement and professional development
• Inclusive environment valuing diverse viewpoints
• Recognition and rewards program
• Full-time benefits including health coverage, 401k, paid holidays, vacation, sick leave, and potential bonuses

Compensation

Competitive, based on a human-centered approach and performance:

• Minimum: $21.38
• Maximum: $22.71

Opportunity for merit increases and bonuses.

Skills and Requirements

• Analytical thinking, attention to detail, adaptability, conversational skills, digital proficiency, teamwork

Role Responsibilities

• Client service via calls, email, in-person
• Account management and processing
• Administrative support and process improvement
• Technology proficiency with tools like MoneyGuide, Salesforce, Microsoft Office

About Edward Jones

Edward Jones is a Fortune 500 company focused on people, with over 9 million clients and 20,000 advisors across the U.S. and Canada. We prioritize our purpose: partnering for positive impact to improve lives and communities. We value inclusion, diversity, and a supportive workplace.