Branch Office Administrator

Edward Jones; Lima (OH); On-site; USD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking financial services firm as a Branch Office Administrator, where your contributions will be highly valued. In this role, you will team up with Financial Advisors to help clients achieve their long-term financial goals. With comprehensive training and a strong support network, you will thrive in a collaborative environment. Your responsibilities will include delivering exceptional service, managing client relationships, and driving marketing initiatives. This is an exciting opportunity to grow your career in a company that prioritizes inclusion and community impact.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Holidays

Vacation

Sick Leave

Personal Days

Life Insurance

Disability Coverage

Qualifications

• Strong ability to deepen and broaden client relationships.
• Proficiency in managing multiple priorities and working independently.

Responsibilities

• Deliver exceptional personalized service to clients.
• Participate in annual business planning and marketing activities.

Skills

Client Relationship Management

Communication Skills

Marketing Activities

Office Technology Proficiency

Financial Services Knowledge

Education

High School Diploma

Bachelor's Degree (preferred)

Job description

Job Posting Duration

This job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants.

About Edward Jones

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, focusing on our clients rather than shareholder returns.

Our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Position Overview: Branch Office Administrator (BOA)

If you are seeking a fulfilling career, the BOA role may be right for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We serve over seven million clients. Our BOAs are a valued part of the client team, and we value diverse experiences and viewpoints.

Support and Training

• Comprehensive 6-month training including mentorship from an experienced peer
• A wide support network from your branch to regional and home office levels
• Work independently with a strong backing from a large team

Key Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Participate in annual business planning to develop strategies for the upcoming year
• Actively listen for client needs that may require additional services
• Drive marketing activities, including planning and executing events

Characteristics of a Successful BOA

• Ability to deepen and broaden client relationships
• Identify opportunities to improve efficiency
• Work independently and manage multiple priorities
• Proficient in current and new office technology
• Willingness to learn about financial services and markets

Our Commitment to Inclusion and Benefits

Edward Jones fosters a sense of belonging and values contributions from all associates. We have received numerous awards for our workplace environment and inclusivity.

Benefits include medical, dental, vision, voluntary benefits, disability coverage, life insurance, 401k, health savings accounts, paid holidays, vacation, sick leave, personal days, and bonuses. For more details, visit our benefits page.

Compensation

We offer competitive pay aligned with a human-centered approach, with potential for merit-based increases. The salary range is a subset of the total pay range, reflecting our commitment to rewarding performance.