Branch Office Administrator

Edward Jones; Greenwood (IN); On-site; USD 60,000 - 80,000; Full time

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and enhance client experiences. This full-time role involves managing client accounts, facilitating communication, and providing administrative support. Join a dynamic team and contribute to client success while enjoying comprehensive training and benefits.

Benefits

Comprehensive training with mentorship

Support network across branches

Culture of continuous improvement

Inclusive environment

Recognition programs

Healthcare benefits

401k

Paid holidays

Vacation and sick leave

Potential bonuses

Qualifications

• Exceptional client service via calls, email, and in-person.
• Handle account management tasks and administrative duties.

Responsibilities

• Deliver personalized service to clients.
• Participate in annual business planning.
• Drive marketing activities and execute events.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

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 very 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 - the first face they see when they walk in the door. Your responsibilities include getting to know your clients well, helping them identify their problems, and working with your financial advisor to help your clients achieve their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 100 S Madison Avenue, Greenwood, IN

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

About the Role

If you are seeking a fulfilling career, the Branch Office Administrator (BOA) role might be the right fit. BOAs support financial advisors in helping clients achieve their long-term financial goals. The primary responsibility is providing administrative support to one or multiple financial advisors. We value diverse backgrounds and viewpoints, which contribute to our success.

Role Summary

As a Branch Office Administrator, you will support client accounts, facilitate communication, and ensure a positive client experience. This role offers an excellent opportunity for career growth in a dynamic environment.

Support and Benefits

• Comprehensive 6-month training with mentorship from experienced peers
• Support network spanning from your branch to regional and home office levels
• Independence in your work complemented by a large backing team

Key Responsibilities

• Deliver personalized service to clients, ensuring they feel understood and informed
• Participate in annual business planning to develop strategies
• Listen actively for client needs and offer additional services as appropriate
• Drive marketing activities, including planning and executing events

Additional Perks

• Culture of continuous improvement and professional development
• Inclusive environment valuing diverse viewpoints
• Recognition programs promoting long-term career, financial security, and well-being
• Full-time benefits including healthcare, 401k, paid holidays, vacation, sick leave, and potential bonuses

Compensation

• Competitive pay with a range of $22.50 to $23.91 per hour
• Potential merit increases and variable compensation based on performance

Skills and Requirements

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

Role Requirements

• Provide exceptional client service via calls, email, and in-person interactions
• Handle account management tasks such as opening, transferring, and processing transactions
• Perform administrative tasks including scheduling and documentation
• Learn and utilize technology tools like MoneyGuide, Salesforce, and Microsoft Office

Awards & Recognition

We are proud of our awards and recognitions, reflecting our commitment to an inclusive, supportive workplace where everyone belongs.

About Us

Join a Fortune 500 company where your contributions matter. With over 9 million clients and 20,000 advisors across the U.S. and Canada, we prioritize our clients and our associates. Our purpose is to partner for positive impact, improving lives and communities. We foster an innovative, inclusive environment where everyone can thrive.