Branch Office Administrator

Edward Jones; Louisville (KY); On-site; USD 60,000 - 80,000; Full time

Job summary

Edward Jones is seeking a Branch Office Administrator in Louisville, KY. This full-time role involves supporting clients and financial advisors, managing accounts, and ensuring exceptional service. The position offers comprehensive training and a supportive environment for professional growth.

Benefits

Medical benefits

Dental benefits

Vision benefits

401k

Paid holidays

Vacation

Sick leave

Potential bonuses

Qualifications

• Provide exceptional client service via multiple channels.
• Learn and understand financial services, handle account transactions.

Responsibilities

• Manage client accounts and facilitate communication.
• Support financial advisors and ensure a positive client experience.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Strong communication skills

Client service

Tools

Digital tools

Computer literacy

Job description

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

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, our field associates are called branch teams, typically comprising two or three people. As a Client Support Team Professional, you are a vital member, serving as the first voice clients hear and the first face they see. Your primary responsibility is to understand clients deeply to help foresee and address their needs, working closely with financial advisors to help clients achieve their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 2944 Yorkshire Blvd, Louisville, KY

This posting remains open for 30 days from 13-May-2025, but may close early due to volume of applicants.

If you seek a fulfilling career, the Branch Office Administrator (BOA) role offers an opportunity to support clients and help them reach their financial objectives. BOAs collaborate with financial advisors, providing essential administrative support, and are integral to our success, valued for their diverse backgrounds and perspectives.

Role Summary

As a BOA, you will support our team by managing client accounts, facilitating communication, and ensuring a positive client experience. This role offers growth in a dynamic environment.

Support and Development

• Comprehensive 6-month training with mentorship from experienced peers
• Extensive support network from branch to regional and home office levels
• Independent work complemented by a large backing team

What We Expect

• Deliver personalized service to clients
• Participate in annual business planning
• Listen for client needs and suggest additional services
• Plan and execute marketing activities

Additional Benefits

• Culture of continuous improvement and professional development
• Inclusive environment valuing diverse viewpoints
• Recognition and rewards for individual efforts
• Full-time benefits including medical, dental, vision, 401k, paid holidays, vacation, sick leave, and potential bonuses

Compensation

• Minimum: $21.38
• Maximum: $22.71
• Opportunities for merit increases and performance-based bonuses

Skills and Requirements

• Analytical Thinking, Attention to Detail, Adaptability
• Strong communication skills and proficiency with digital tools
• Ability to work independently and as part of a team
• Provide exceptional client service via multiple channels
• Learn and understand financial services, handle account transactions, and maintain accurate records
• Strong computer literacy and willingness to learn new software

About Edward Jones

Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 advisors across the U.S. and Canada. We prioritize our clients and colleagues, fostering an inclusive, innovative, and supportive environment. We value contributions and aim to be the best place to start or build your career.